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
$194M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$559K
3
+$427K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$382K
5
NVDA icon
NVIDIA
NVDA
+$330K

Top Sells

1
+$590K
2
+$281K
3
+$55K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.4K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$36.4K

Sector Composition

1 Industrials 25.03%
2 Technology 10.41%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.25%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$919K 0.47%
5,570
+691
27
$892K 0.46%
36,780
-494
28
$870K 0.45%
1,600
+155
29
$775K 0.4%
12,295
-87
30
$731K 0.38%
4,623
+45
31
$650K 0.33%
8,721
+208
32
$614K 0.32%
1,577
33
$606K 0.31%
3,442
+65
34
$597K 0.31%
2,274
35
$590K 0.3%
23,750
-1,000
36
$571K 0.29%
2,314
+249
37
$559K 0.29%
+25,411
38
$548K 0.28%
14,611
-500
39
$528K 0.27%
6,233
40
$504K 0.26%
11,138
+1,920
41
$499K 0.26%
12,376
-406
42
$491K 0.25%
1,912
-28
43
$486K 0.25%
7,707
+1,139
44
$461K 0.24%
2,913
+578
45
$458K 0.24%
7,349
-384
46
$447K 0.23%
15,403
-5
47
$429K 0.22%
45,674
-99
48
$427K 0.22%
+2,051
49
$426K 0.22%
30,370
-62
50
$423K 0.22%
1,440
1
2
3 4