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
$178M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.3M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$583K
5
GPN icon
Global Payments
GPN
+$431K

Top Sells

1
+$263K
2
+$215K
3
+$165K
4
WMT icon
Walmart
WMT
+$146K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.5K

Sector Composition

1 Industrials 38.82%
2 Consumer Discretionary 6.37%
3 Technology 5.92%
4 Consumer Staples 2.42%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$319K 0.18%
6,155
+329
52
$318K 0.18%
14,014
+38
53
$313K 0.18%
+9,378
54
$310K 0.17%
9,967
+5
55
$306K 0.17%
3,534
+2
56
$304K 0.17%
19,011
-365
57
$303K 0.17%
10,110
-53
58
$294K 0.17%
12,810
+2,511
59
$289K 0.16%
25,728
60
$286K 0.16%
4,697
+1
61
$285K 0.16%
1,107
+1
62
$279K 0.16%
960
63
$278K 0.16%
1,928
+1
64
$276K 0.16%
1,740
+3
65
$267K 0.15%
2,535
66
$255K 0.14%
1,073
67
$244K 0.14%
1,087
+4
68
$237K 0.13%
1,412
-5
69
$236K 0.13%
1,518
70
$235K 0.13%
3,078
+5
71
$225K 0.13%
1,989
+14
72
$224K 0.13%
4,260
73
$218K 0.12%
2,934
74
$216K 0.12%
+1,054
75
$212K 0.12%
+1,832
1 2
3
4