TW

TritonPoint Wealth Portfolio holdings

AUM $986M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$522K
3
+$497K
4
FISV
Fiserv Inc
FISV
+$343K
5
BK icon
Bank of New York Mellon
BK
+$320K

Top Sells

1
+$2.87M
2
+$2.67M
3
+$2.65M
4
AAPL icon
Apple
AAPL
+$2.26M
5
LULU icon
lululemon athletica
LULU
+$1.63M

Sector Composition

1 Technology 18.23%
2 Financials 13.72%
3 Healthcare 8.81%
4 Consumer Discretionary 8.79%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$538K 0.05%
+17,205
202
$535K 0.05%
3,800
+184
203
$525K 0.05%
28,979
-1,175
204
$523K 0.05%
262
-2
205
$521K 0.05%
2,337
+108
206
$521K 0.05%
3,134
+242
207
$517K 0.05%
977
+256
208
$514K 0.05%
4,919
-446
209
$506K 0.05%
15,512
-5,096
210
$505K 0.05%
2,762
+10
211
$505K 0.05%
4,170
-880
212
$497K 0.05%
10,384
-3,690
213
$494K 0.05%
2,161
-215
214
$490K 0.05%
2,056
-39
215
$490K 0.05%
5,570
-1,110
216
$489K 0.05%
14,314
-5,968
217
$485K 0.04%
2,499
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218
$483K 0.04%
3,942
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219
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6,887
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220
$477K 0.04%
1,986
+20
221
$469K 0.04%
1,682
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222
$469K 0.04%
4,741
+727
223
$465K 0.04%
5,355
-265
224
$465K 0.04%
2,263
-42
225
$464K 0.04%
3,438
-62
7 8
9
10 11