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
$61.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.82M
3
+$4.54M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.91M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.02%
2 Industrials 5.87%
3 Consumer Discretionary 2.71%
4 Consumer Staples 2.12%
5 Healthcare 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.38%
+8,676
52
$233K 0.38%
+6,972
53
$232K 0.38%
+3,940
54
$223K 0.36%
+12,419
55
$220K 0.36%
+4,998
56
$212K 0.34%
+2,179
57
$207K 0.34%
+7,647
58
$204K 0.33%
+2,306
59
$176K 0.29%
+12,257
60
$140K 0.23%
+16,288
61
$57K 0.09%
+11,398
1 2
3