TWM

Triton Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 24.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.49M
3
+$1.17M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.08M
5
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$744K

Top Sells

1
+$640K
2
+$616K
3
+$412K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$395K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$374K

Sector Composition

1 Technology 12.91%
2 Industrials 10.07%
3 Consumer Discretionary 6.97%
4 Consumer Staples 2.75%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.24%
1,674
+35
52
$591K 0.22%
17,226
-1,124
53
$590K 0.22%
+12,531
54
$576K 0.22%
15,430
+1,680
55
$573K 0.22%
11,184
-88
56
$571K 0.22%
7,407
57
$548K 0.21%
1,875
-6
58
$543K 0.21%
2,686
+351
59
$541K 0.21%
2,264
+1
60
$511K 0.19%
9,641
+15
61
$508K 0.19%
4,144
+506
62
$477K 0.18%
+18,013
63
$468K 0.18%
1,526
+32
64
$462K 0.18%
2,455
-126
65
$457K 0.17%
8,045
-27
66
$449K 0.17%
2,837
-2
67
$448K 0.17%
19,630
-1,769
68
$440K 0.17%
13,786
-354
69
$431K 0.16%
1,382
+10
70
$423K 0.16%
+7,148
71
$412K 0.16%
1,214
+3
72
$402K 0.15%
7,053
+1
73
$393K 0.15%
39,451
-6,605
74
$392K 0.15%
3,426
75
$389K 0.15%
1,783
-7
1 2
3
4 5