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
$193M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$45.3M
2
+$672K
3
+$374K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$336K

Sector Composition

1 Industrials 17.14%
2 Technology 9.42%
3 Consumer Discretionary 4.71%
4 Consumer Staples 2.36%
5 Energy 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$918K 0.48%
4,177
27
$913K 0.47%
19,329
28
$894K 0.46%
2,826
29
$842K 0.44%
2,287
30
$798K 0.41%
38,888
31
$783K 0.41%
15,094
32
$776K 0.4%
14,219
33
$756K 0.39%
5,456
34
$731K 0.38%
16,764
35
$672K 0.35%
11,434
-11,434
36
$654K 0.34%
8,588
37
$607K 0.31%
5,842
38
$591K 0.31%
12,357
39
$552K 0.29%
11,815
40
$541K 0.28%
6,854
41
$539K 0.28%
20,534
42
$526K 0.27%
2,225
43
$524K 0.27%
3,710
44
$524K 0.27%
13,007
45
$523K 0.27%
21,039
46
$507K 0.26%
2,929
47
$504K 0.26%
3,460
48
$501K 0.26%
6,100
49
$495K 0.26%
4,682
50
$489K 0.25%
12,237
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2
3 4