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
$171M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.32M
3
+$652K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$496K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$376K

Top Sells

1
+$792K
2
+$230K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$69.5K
5
CCL icon
Carnival Corp
CCL
+$49.6K

Sector Composition

1 Industrials 24.23%
2 Technology 10.4%
3 Consumer Discretionary 6.42%
4 Consumer Staples 3.19%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$811K 0.47%
4,879
27
$742K 0.43%
1,459
-3
28
$721K 0.42%
5,040
29
$679K 0.4%
15,511
-103
30
$679K 0.4%
35,581
-2,603
31
$667K 0.39%
4,379
+2,000
32
$652K 0.38%
+3,584
33
$614K 0.36%
8,513
34
$598K 0.35%
13,018
+4
35
$553K 0.32%
3,377
36
$539K 0.32%
1,499
+2
37
$530K 0.31%
2,841
-40
38
$516K 0.3%
2,165
+15
39
$496K 0.29%
+6,233
40
$491K 0.29%
19,232
-1,286
41
$471K 0.28%
45,670
+13,299
42
$455K 0.27%
1,939
-64
43
$434K 0.25%
2,065
+1,018
44
$424K 0.25%
15,762
-960
45
$393K 0.23%
1,437
+226
46
$391K 0.23%
9,218
-500
47
$381K 0.22%
4,681
48
$370K 0.22%
25,028
+113
49
$360K 0.21%
2,334
+1
50
$357K 0.21%
+3,604
1
2
3 4