TWM

Triton Wealth Management Portfolio holdings

AUM $263M
This Quarter Est. Return
1 Year Est. Return
–
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
+$1.6M
2
+$1.57M
3
+$1.13M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.12M
5
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$856K

Top Sells

1
+$705K
2
+$640K
3
+$640K
4
HUT
Hut 8
HUT
+$412K
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
AVGO icon
51
Broadcom
AVGO
$1.8T
$626K 0.24%
1,674
+35
BUG icon
52
Global X Cybersecurity ETF
BUG
$1.02B
$591K 0.22%
17,226
-1,124
BMNR
53
BitMine Immersion Technologies
BMNR
$12.9B
$590K 0.22%
+12,531
SDVY icon
54
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.31B
$576K 0.22%
15,430
+1,680
HYD icon
55
VanEck High Yield Muni ETF
HYD
$3.68B
$573K 0.22%
11,184
-88
CIBR icon
56
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$571K 0.22%
7,407
VOT icon
57
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$548K 0.21%
1,875
-6
BA icon
58
Boeing
BA
$154B
$543K 0.21%
2,686
+351
LOW icon
59
Lowe's Companies
LOW
$139B
$541K 0.21%
2,264
+1
BAC icon
60
Bank of America
BAC
$395B
$511K 0.19%
9,641
+15
IYF icon
61
iShares US Financials ETF
IYF
$4.18B
$508K 0.19%
4,144
+506
RSSX
62
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$38.3M
$477K 0.18%
+18,013
IBM icon
63
IBM
IBM
$283B
$468K 0.18%
1,526
+32
JNJ icon
64
Johnson & Johnson
JNJ
$495B
$462K 0.18%
2,455
-126
BROS icon
65
Dutch Bros
BROS
$7.78B
$457K 0.17%
8,045
-27
CVX icon
66
Chevron
CVX
$303B
$449K 0.17%
2,837
-2
APA icon
67
APA Corp
APA
$9.56B
$448K 0.17%
19,630
-1,769
MGM icon
68
MGM Resorts International
MGM
$9.72B
$440K 0.17%
13,786
-354
JPM icon
69
JPMorgan Chase
JPM
$850B
$431K 0.16%
1,382
+10
JEPQ icon
70
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$423K 0.16%
+7,148
V icon
71
Visa
V
$636B
$412K 0.16%
1,214
+3
DAL icon
72
Delta Air Lines
DAL
$44.1B
$402K 0.15%
7,053
+1
AGNC icon
73
AGNC Investment
AGNC
$11.2B
$393K 0.15%
39,451
-6,605
BLDR icon
74
Builders FirstSource
BLDR
$12.7B
$392K 0.15%
3,426
ABBV icon
75
AbbVie
ABBV
$407B
$389K 0.15%
1,783
-7
1 2
3
4 5