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
$149M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$227K
3
+$168K
4
BAC icon
Bank of America
BAC
+$50.1K
5
HUT
Hut 8
HUT
+$47K

Top Sells

1
+$2.57M
2
+$1.88M
3
+$1.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.08M

Sector Composition

1 Industrials 37.83%
2 Technology 6.45%
3 Consumer Discretionary 6.1%
4 Energy 2.28%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$709K 0.48%
15,735
-17,462
27
$669K 0.45%
17,589
-43
28
$659K 0.44%
+4,105
29
$617K 0.41%
12,999
-586
30
$581K 0.39%
2,989
-193
31
$548K 0.37%
5,040
-106
32
$514K 0.35%
8,513
33
$466K 0.31%
1,166
-63
34
$463K 0.31%
1,571
-296
35
$455K 0.31%
3,554
-69
36
$454K 0.31%
2,332
-45
37
$451K 0.3%
2,345
+4
38
$366K 0.25%
16,407
-2,886
39
$360K 0.24%
3,164
-317
40
$352K 0.24%
2,318
-400
41
$338K 0.23%
9,363
-15
42
$334K 0.22%
11,727
+1,760
43
$333K 0.22%
4,691
44
$304K 0.2%
13,726
-288
45
$297K 0.2%
23,638
-2,030
46
$296K 0.2%
14,454
+8
47
$294K 0.2%
4,697
48
$278K 0.19%
11,702
-1,386
49
$276K 0.19%
8,287
-498
50
$276K 0.19%
12,789
-21
1
2
3 4