TW

TritonPoint Wealth Portfolio holdings

AUM $1.17B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$3.77M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.28M
5
ORCL icon
Oracle
ORCL
+$1.21M

Top Sells

1
+$6.24M
2
+$3.67M
3
+$3.22M
4
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
+$1.82M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.65M

Sector Composition

1 Technology 18.31%
2 Financials 11.68%
3 Healthcare 11.15%
4 Consumer Discretionary 8.71%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.4M 8.35%
401,225
-6,763
2
$36M 3.29%
84,143
+2,979
3
$33.8M 3.08%
179,556
+5,401
4
$29.3M 2.68%
76,768
+9,872
5
$26.3M 2.4%
160,307
+2,857
6
$23.6M 2.16%
143,055
-4,291
7
$22.3M 2.04%
80,861
+1,879
8
$21.5M 1.97%
40,868
-3,140
9
$21.2M 1.94%
100,603
+3,973
10
$19.7M 1.8%
1,046,270
-194,628
11
$18.1M 1.66%
65,884
+3,984
12
$16.1M 1.47%
106,610
-6,421
13
$15M 1.37%
43,012
+839
14
$15M 1.37%
31,262
+214
15
$14.9M 1.36%
30,203
-81
16
$14.8M 1.36%
76,955
+3,279
17
$14.4M 1.32%
129,304
-2,349
18
$14.2M 1.3%
87,911
+3,726
19
$12.6M 1.16%
110,491
+3,472
20
$12.4M 1.13%
20,186
-927
21
$12.4M 1.13%
166,497
+9,879
22
$12.1M 1.11%
152,143
+5,245
23
$12M 1.09%
20,853
-2,744
24
$11.7M 1.07%
96,525
+7,653
25
$10.6M 0.96%
89,812
+3,661
1
2 3 4 5