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
$178M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.3M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$583K
5
GPN icon
Global Payments
GPN
+$431K

Top Sells

1
+$263K
2
+$215K
3
+$165K
4
WMT icon
Walmart
WMT
+$146K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.5K

Sector Composition

1 Industrials 38.82%
2 Consumer Discretionary 6.37%
3 Technology 5.92%
4 Consumer Staples 2.42%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.43%
2,193
27
$764K 0.43%
2,433
+16
28
$750K 0.42%
14,070
-2,730
29
$740K 0.42%
3,182
30
$675K 0.38%
13,585
+250
31
$616K 0.35%
1,867
+3
32
$614K 0.35%
8,513
33
$591K 0.33%
5,146
34
$549K 0.31%
2,377
35
$535K 0.3%
3,623
-156
36
$509K 0.29%
1,229
+3
37
$508K 0.29%
3,965
38
$488K 0.27%
2,341
+4
39
$468K 0.26%
19,293
+30
40
$462K 0.26%
2,718
41
$457K 0.26%
25,668
-1,012
42
$438K 0.25%
13,088
+47
43
$431K 0.24%
+3,481
44
$417K 0.23%
3,057
+147
45
$401K 0.23%
6,310
-167
46
$395K 0.22%
8,785
-100
47
$368K 0.21%
4,001
-67
48
$335K 0.19%
4,691
49
$327K 0.18%
14,446
+38
50
$320K 0.18%
32,048
-322
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