TW

TritonPoint Wealth Portfolio holdings

AUM $934M
1-Year Est. Return 23.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$1.7M
3
+$1.52M
4
ADI icon
Analog Devices
ADI
+$1.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$985K

Top Sells

1
+$2.9M
2
+$1.05M
3
+$804K
4
MRK icon
Merck
MRK
+$602K
5
ACN icon
Accenture
ACN
+$575K

Sector Composition

1 Technology 19.34%
2 Financials 13.16%
3 Healthcare 8.27%
4 Consumer Discretionary 8.22%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$609K 0.05%
3,159
+25
202
$598K 0.05%
3,500
203
$597K 0.05%
17,222
+2,908
204
$594K 0.05%
20,982
-6
205
$582K 0.05%
10,226
-660
206
$560K 0.05%
3,950
+8
207
$558K 0.05%
15,701
+189
208
$552K 0.05%
5,751
+181
209
$537K 0.05%
1,904
-30
210
$532K 0.05%
7,043
+156
211
$531K 0.05%
2,731
-31
212
$526K 0.05%
488
+12
213
$526K 0.05%
2,131
-2,204
214
$522K 0.04%
4,905
-14
215
$517K 0.04%
28,072
216
$517K 0.04%
1,492
+500
217
$514K 0.04%
1,446
+132
218
$507K 0.04%
3,479
+41
219
$506K 0.04%
4,989
+104
220
$501K 0.04%
262
221
$500K 0.04%
2,088
+32
222
$496K 0.04%
2,507
+8
223
$492K 0.04%
1,987
+1
224
$491K 0.04%
10,179
-205
225
$491K 0.04%
3,109
-299
7 8
9
10 11