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
$171M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.32M
3
+$652K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$496K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$376K

Top Sells

1
+$792K
2
+$230K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$69.5K
5
CCL icon
Carnival Corp
CCL
+$49.6K

Sector Composition

1 Industrials 24.23%
2 Technology 10.4%
3 Consumer Discretionary 6.42%
4 Consumer Staples 3.19%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.2%
7,882
-21
52
$342K 0.2%
+3,840
53
$333K 0.19%
5,905
54
$331K 0.19%
11,192
55
$324K 0.19%
2,601
56
$323K 0.19%
8,270
-337
57
$322K 0.19%
3,247
+3
58
$320K 0.19%
8,230
-196
59
$317K 0.19%
+3,952
60
$302K 0.18%
11,110
-142
61
$289K 0.17%
3,370
+270
62
$287K 0.17%
27,430
+2,120
63
$287K 0.17%
1,085
-4
64
$278K 0.16%
4,599
+1
65
$277K 0.16%
+12,057
66
$275K 0.16%
815
-49
67
$269K 0.16%
2,528
68
$269K 0.16%
5,166
-36
69
$260K 0.15%
2,607
-195
70
$251K 0.15%
452
71
$249K 0.15%
1,435
-6
72
$248K 0.15%
12,475
-15
73
$218K 0.13%
+3,282
74
$218K 0.13%
1,155
+5
75
$217K 0.13%
+998
1 2
3
4