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
$176M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.01M
3
+$960K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$306K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$237K

Top Sells

1
+$2.23M
2
+$330K
3
+$315K
4
SEM icon
Select Medical
SEM
+$214K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$180K

Sector Composition

1 Industrials 25.07%
2 Technology 8.97%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.4%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$837K 0.48%
4,879
27
$756K 0.43%
1,445
-14
28
$741K 0.42%
4,578
+199
29
$729K 0.41%
8,513
30
$673K 0.38%
37,274
+1,693
31
$658K 0.37%
3,377
32
$646K 0.37%
1,577
+78
33
$634K 0.36%
24,750
-4,196
34
$622K 0.35%
2,274
+109
35
$617K 0.35%
12,382
-6,315
36
$590K 0.34%
3,526
-58
37
$584K 0.33%
15,111
-400
38
$515K 0.29%
6,233
39
$509K 0.29%
12,782
-236
40
$471K 0.27%
45,773
+103
41
$469K 0.27%
1,940
+1
42
$428K 0.24%
2,065
43
$424K 0.24%
15,408
-354
44
$415K 0.24%
4,560
-121
45
$414K 0.24%
2,683
-158
46
$404K 0.23%
1,440
+3
47
$389K 0.22%
25,129
+101
48
$387K 0.22%
7,733
-149
49
$385K 0.22%
3,604
50
$384K 0.22%
6,568
+663
1
2
3 4