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
$169M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$368K
3
+$266K
4
TSLA icon
Tesla
TSLA
+$237K
5
AMZN icon
Amazon
AMZN
+$235K

Top Sells

1
+$17.8M
2
+$9M
3
+$240K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K
5
EMR icon
Emerson Electric
EMR
+$200K

Sector Composition

1 Industrials 39.36%
2 Consumer Discretionary 6.31%
3 Technology 3.52%
4 Energy 2.43%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$323K 0.19%
1,402
-241
52
$308K 0.18%
23,752
-2,461
53
$287K 0.17%
3,747
+5
54
$283K 0.17%
14,088
+36
55
$282K 0.17%
1,792
-22
56
$282K 0.17%
9,188
-1,063
57
$267K 0.16%
4,227
-5
58
$266K 0.16%
+4,965
59
$258K 0.15%
27,531
+145
60
$246K 0.15%
31,595
-11,776
61
$246K 0.15%
1,828
-608
62
$237K 0.14%
1,893
63
$234K 0.14%
2,650
64
$227K 0.13%
1,934
65
$227K 0.13%
5,463
+157
66
$218K 0.13%
1,939
67
$215K 0.13%
2,934
68
$214K 0.13%
2,314
+1
69
$210K 0.12%
1,339
70
$209K 0.12%
4,546
71
$208K 0.12%
1,095
+4
72
$206K 0.12%
+1,790
73
$203K 0.12%
16,471
-226
74
$201K 0.12%
1,088
75
$200K 0.12%
10,441
-1,631
1 2
3
4