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
$193M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$45.3M
2
+$672K
3
+$374K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$336K

Sector Composition

1 Industrials 17.14%
2 Technology 9.42%
3 Consumer Discretionary 4.71%
4 Consumer Staples 2.36%
5 Energy 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.25%
2,560
52
$475K 0.25%
1,643
53
$465K 0.24%
27,721
54
$458K 0.24%
6,425
55
$442K 0.23%
3,511
56
$410K 0.21%
2,820
57
$395K 0.2%
21,410
58
$394K 0.2%
5,637
59
$387K 0.2%
1,601
60
$380K 0.2%
6,562
61
$379K 0.2%
4,324
62
$374K 0.19%
5,849
-5,849
63
$357K 0.19%
27,138
64
$352K 0.18%
4,145
65
$339K 0.18%
4,898
66
$336K 0.17%
7,276
-7,276
67
$327K 0.17%
16,476
68
$324K 0.17%
2,568
69
$286K 0.15%
1,913
70
$275K 0.14%
1,940
71
$267K 0.14%
18,134
72
$260K 0.13%
1,893
73
$256K 0.13%
5,035
74
$255K 0.13%
2,774
75
$248K 0.13%
1,860
1 2
3
4