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
$175M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.56M
3
+$2.89M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$2.56M

Top Sells

1
+$6.18M
2
+$1.97M
3
+$1.29M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$917K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$704K

Sector Composition

1 Technology 12.32%
2 Industrials 6.25%
3 Consumer Discretionary 6.18%
4 Communication Services 2.63%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$959K 0.55%
41,406
+823
27
$935K 0.53%
3,390
+740
28
$831K 0.47%
6,491
-15,417
29
$831K 0.47%
16,419
-608
30
$818K 0.47%
2,841
-397
31
$808K 0.46%
11,804
+5,504
32
$780K 0.45%
4,231
33
$777K 0.44%
2,339
+659
34
$764K 0.44%
35,896
+7,194
35
$748K 0.43%
5,552
-780
36
$746K 0.43%
5,420
+400
37
$746K 0.43%
13,186
+1,598
38
$742K 0.42%
15,503
-707
39
$714K 0.41%
8,588
40
$699K 0.4%
2,341
-355
41
$679K 0.39%
5,606
-450
42
$650K 0.37%
8,133
-480
43
$649K 0.37%
32,303
+6,119
44
$644K 0.37%
23,514
-3,010
45
$624K 0.36%
2,586
+1
46
$596K 0.34%
32,369
+3,336
47
$573K 0.33%
7,255
+559
48
$572K 0.33%
21,645
-120
49
$569K 0.33%
13,127
-100
50
$559K 0.32%
1,557
-44
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2
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