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
$144M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.35M
3
+$1.3M
4
WMT icon
Walmart
WMT
+$423K
5
NVDA icon
NVIDIA
NVDA
+$335K

Top Sells

1
+$12.4M
2
+$1.19M
3
+$495K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$485K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$456K

Sector Composition

1 Industrials 25.3%
2 Technology 8.45%
3 Consumer Discretionary 6.5%
4 Consumer Staples 3.18%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.59%
4,879
27
$678K 0.47%
1,462
+323
28
$677K 0.47%
13,014
-295
29
$666K 0.46%
15,614
-400
30
$629K 0.44%
3,377
-108
31
$578K 0.4%
5,040
32
$570K 0.39%
38,184
+14,846
33
$561K 0.39%
8,513
34
$498K 0.35%
1,497
-15
35
$493K 0.34%
2,150
-132
36
$482K 0.33%
2,881
-621
37
$477K 0.33%
20,518
+6,382
38
$449K 0.31%
2,003
-204
39
$430K 0.3%
16,722
+558
40
$381K 0.26%
7,903
-486
41
$379K 0.26%
2,333
+856
42
$372K 0.26%
9,718
+1
43
$355K 0.25%
25,310
+7,985
44
$354K 0.25%
2,802
-367
45
$351K 0.24%
2,379
+81
46
$345K 0.24%
11,192
+68
47
$343K 0.24%
4,681
-10
48
$330K 0.23%
8,426
-114
49
$330K 0.23%
2,601
+300
50
$327K 0.23%
11,252
-513
1
2
3 4