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
$96.6M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$3.44M
3
+$1.67M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.48M
5
NCLH icon
Norwegian Cruise Line
NCLH
+$1.32M

Top Sells

1
+$676K
2
+$610K
3
+$508K
4
INTU icon
Intuit
INTU
+$295K
5
URTY icon
ProShares UltraPro Russell2000
URTY
+$261K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.34%
3 Industrials 7.3%
4 Communication Services 2.93%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$307K 0.32%
+2,273
52
$300K 0.31%
8,217
+398
53
$299K 0.31%
3,516
-100
54
$288K 0.3%
1,966
-166
55
$287K 0.3%
4,627
-197
56
$278K 0.29%
16,324
-1,332
57
$277K 0.29%
6,942
-30
58
$274K 0.28%
+3,600
59
$264K 0.27%
+2,716
60
$262K 0.27%
+14,238
61
$259K 0.27%
4,698
62
$229K 0.24%
2,169
-10
63
$227K 0.24%
+852
64
$221K 0.23%
+1,477
65
$218K 0.23%
2,306
66
$216K 0.22%
+7,764
67
$214K 0.22%
+25,052
68
$209K 0.22%
+3,524
69
$208K 0.22%
+1,801
70
$202K 0.21%
+2,660
71
$192K 0.2%
12,257
72
$183K 0.19%
+12,852
73
$178K 0.18%
17,008
+720
74
$168K 0.17%
+4,398
75
$159K 0.16%
+11,807
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3
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