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
1
$99.5M 8.53%
390,727
+7,520
2
$44.3M 3.8%
554,022
+12,894
3
$42.7M 3.66%
82,443
-152
4
$38.6M 3.31%
175,833
+719
5
$37M 3.17%
152,080
-1,600
6
$33.7M 2.89%
138,505
-932
7
$29.7M 2.55%
94,245
-1,727
8
$24.9M 2.14%
40,626
-49
9
$21.1M 1.81%
61,813
+252
10
$20.8M 1.78%
106,164
-1,208
11
$17.2M 1.48%
92,411
-296
12
$16.4M 1.41%
28,914
-648
13
$15.3M 1.31%
840,491
+42,327
14
$14.8M 1.27%
80,060
-1,121
15
$14.7M 1.26%
74,056
-270
16
$14.5M 1.24%
140,654
+639
17
$13.1M 1.12%
29,216
+44
18
$12.7M 1.09%
98,545
+358
19
$12.4M 1.06%
85,799
+537
20
$12.3M 1.05%
18,368
-550
21
$12.3M 1.05%
73,560
+19
22
$11.8M 1.02%
219,924
-1,862
23
$11.1M 0.96%
72,253
-641
24
$11M 0.94%
130,670
-3,838
25
$10.4M 0.89%
165,596
+2,646
1
2 3 4 5