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
$194M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$559K
3
+$427K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$382K
5
NVDA icon
NVIDIA
NVDA
+$330K

Top Sells

1
+$590K
2
+$281K
3
+$55K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.4K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$36.4K

Sector Composition

1 Industrials 25.03%
2 Technology 10.41%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.25%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.21%
4,560
52
$391K 0.2%
1,277
+192
53
$382K 0.2%
3,604
54
$376K 0.19%
2,527
-156
55
$363K 0.19%
25,129
56
$357K 0.18%
3,840
57
$353K 0.18%
3,250
58
$351K 0.18%
5,012
-155
59
$346K 0.18%
8,405
+87
60
$342K 0.18%
2,932
61
$337K 0.17%
6,712
+661
62
$334K 0.17%
12,150
-4
63
$315K 0.16%
10,028
-612
64
$313K 0.16%
11,192
65
$306K 0.16%
12,057
66
$303K 0.16%
2,528
67
$296K 0.15%
+8,024
68
$295K 0.15%
493
+40
69
$290K 0.15%
2,532
70
$290K 0.15%
809
-2
71
$284K 0.15%
8,070
72
$277K 0.14%
1,376
73
$271K 0.14%
1,274
+238
74
$263K 0.14%
2,603
+2
75
$257K 0.13%
6,594
1 2
3
4