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
$169M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$368K
3
+$266K
4
TSLA icon
Tesla
TSLA
+$237K
5
AMZN icon
Amazon
AMZN
+$235K

Top Sells

1
+$17.8M
2
+$9M
3
+$240K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K
5
EMR icon
Emerson Electric
EMR
+$200K

Sector Composition

1 Industrials 39.36%
2 Consumer Discretionary 6.31%
3 Technology 3.52%
4 Energy 2.43%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.4%
20,597
-175
27
$651K 0.39%
2,332
+2
28
$594K 0.35%
45,290
-2,970
29
$581K 0.34%
2,640
-229
30
$560K 0.33%
1,937
+3
31
$529K 0.31%
2,911
+7
32
$495K 0.29%
14,919
-631
33
$489K 0.29%
6,999
-68
34
$481K 0.29%
4,733
-88,587
35
$466K 0.28%
3,520
-161
36
$462K 0.27%
2,792
-149
37
$440K 0.26%
2,226
+1
38
$433K 0.26%
13,084
-600
39
$433K 0.26%
5,040
-120
40
$433K 0.26%
20,139
-12
41
$425K 0.25%
7,265
+40
42
$414K 0.25%
18,388
+1,611
43
$394K 0.23%
6,002
44
$390K 0.23%
3,511
45
$382K 0.23%
5,496
-101
46
$368K 0.22%
+2,612
47
$344K 0.2%
5,196
48
$343K 0.2%
4,898
49
$336K 0.2%
10,401
+1
50
$333K 0.2%
14,568
-522
1
2
3 4