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
$175M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.56M
3
+$2.89M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$2.56M

Top Sells

1
+$6.18M
2
+$1.97M
3
+$1.29M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$917K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$704K

Sector Composition

1 Technology 12.32%
2 Industrials 6.25%
3 Consumer Discretionary 6.18%
4 Communication Services 2.63%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.32%
3,724
-6,118
52
$557K 0.32%
9,924
-1,805
53
$557K 0.32%
3,039
+630
54
$547K 0.31%
4,147
-53
55
$538K 0.31%
4,682
56
$537K 0.31%
13,400
-2,172
57
$524K 0.3%
+5,805
58
$521K 0.3%
+1,643
59
$497K 0.28%
1,753
+127
60
$491K 0.28%
11,821
+100
61
$489K 0.28%
2,568
-176
62
$488K 0.28%
2,780
+703
63
$470K 0.27%
2,119
-175
64
$469K 0.27%
+3,511
65
$451K 0.26%
4,690
-52
66
$446K 0.25%
+7,020
67
$424K 0.24%
2,225
+475
68
$423K 0.24%
14,882
+1,585
69
$392K 0.22%
4,409
+155
70
$390K 0.22%
2,820
+100
71
$388K 0.22%
15,232
-676
72
$373K 0.21%
+43,157
73
$364K 0.21%
10,104
+200
74
$359K 0.21%
1,303
-839
75
$359K 0.21%
+7,304
1 2
3
4 5