TWM

Triton Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 24.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.49M
3
+$1.17M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.08M
5
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$744K

Top Sells

1
+$640K
2
+$616K
3
+$412K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$395K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$374K

Sector Composition

1 Technology 12.91%
2 Industrials 10.07%
3 Consumer Discretionary 6.97%
4 Consumer Staples 2.75%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.6%
78,805
-9,896
27
$1.57M 0.6%
55,849
+17,575
28
$1.52M 0.58%
5,418
+38
29
$1.51M 0.57%
35,331
+114
30
$1.49M 0.57%
5,649
-30
31
$1.38M 0.53%
10,659
+2,392
32
$1.22M 0.46%
4,357
+14
33
$1.18M 0.45%
32,890
+150
34
$1.14M 0.44%
23,819
+27
35
$1.13M 0.43%
+17,998
36
$1.11M 0.42%
14,772
+3,096
37
$1.08M 0.41%
2,257
+3
38
$1.05M 0.4%
17,692
-5,848
39
$1.03M 0.39%
35,884
-563
40
$996K 0.38%
8,746
-548
41
$915K 0.35%
16,099
-6,581
42
$894K 0.34%
33,468
-7,009
43
$856K 0.33%
+14,701
44
$841K 0.32%
5,738
+5
45
$780K 0.3%
12,577
+825
46
$755K 0.29%
1,098
-7
47
$744K 0.28%
3,670
+122
48
$685K 0.26%
12,854
+984
49
$654K 0.25%
2,161
+474
50
$640K 0.24%
1,685
+54
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2
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