TWM

Triton Wealth Management Portfolio holdings

AUM $234M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.82M
3
+$4.54M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.91M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.02%
2 Industrials 5.87%
3 Consumer Discretionary 2.71%
4 Consumer Staples 2.12%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$472K 0.76%
+8,148
27
$469K 0.76%
+9,000
28
$467K 0.76%
+2,236
29
$441K 0.71%
+9,238
30
$428K 0.69%
+1,616
31
$398K 0.64%
+24,942
32
$339K 0.55%
+2,594
33
$336K 0.54%
+14,328
34
$334K 0.54%
+5,358
35
$320K 0.52%
+2,132
36
$319K 0.52%
+19,098
37
$312K 0.51%
+4,575
38
$302K 0.49%
+1,723
39
$295K 0.48%
+1,073
40
$286K 0.46%
+3,616
41
$285K 0.46%
+6,188
42
$283K 0.46%
+22,451
43
$281K 0.46%
+12,406
44
$261K 0.42%
+4,824
45
$261K 0.42%
+4,698
46
$261K 0.42%
+10,168
47
$260K 0.42%
+9,209
48
$259K 0.42%
+17,656
49
$255K 0.41%
+1,655
50
$237K 0.38%
+7,819
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