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
$144M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.35M
3
+$1.3M
4
WMT icon
Walmart
WMT
+$423K
5
NVDA icon
NVIDIA
NVDA
+$335K

Top Sells

1
+$12.4M
2
+$1.19M
3
+$495K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$485K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$456K

Sector Composition

1 Industrials 25.3%
2 Technology 8.45%
3 Consumer Discretionary 6.5%
4 Consumer Staples 3.18%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.22%
+5,905
52
$309K 0.21%
3,244
+2
53
$309K 0.21%
4,598
-199
54
$303K 0.21%
1,211
+4
55
$301K 0.21%
32,371
+238
56
$301K 0.21%
1,089
+31
57
$281K 0.19%
24,915
+31
58
$273K 0.19%
5,202
-370
59
$267K 0.19%
+2,353
60
$262K 0.18%
2,528
61
$255K 0.18%
3,100
-646
62
$254K 0.18%
+864
63
$244K 0.17%
8,607
-1,700
64
$243K 0.17%
1,441
+201
65
$230K 0.16%
1,790
66
$218K 0.15%
+452
67
$203K 0.14%
+1,150
68
$203K 0.14%
+1,829
69
$200K 0.14%
+1,047
70
$156K 0.11%
12,118
-419
71
$117K 0.08%
12,490
+2,490
72
$50.2K 0.03%
13,413
-13,234
73
$22K 0.02%
1,170
74
$19.8K 0.01%
10,000
75
– –
-3,542
1 2
3
4