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
$96.6M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$8.02M
2 +$3.44M
3 +$1.67M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.48M
5
NCLH icon
Norwegian Cruise Line
NCLH
+$1.32M

Top Sells

1 +$676K
2 +$610K
3 +$508K
4
INTU icon
Intuit
INTU
+$295K
5
URTY icon
ProShares UltraPro Russell2000
URTY
+$261K

Sector Composition

1 Consumer Discretionary 7.55%
2 Technology 7.34%
3 Industrials 7.3%
4 Communication Services 2.93%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$142K 0.15%
+29,373
77
$138K 0.14%
+18,535
78
$135K 0.14%
+20,073
79
$126K 0.13%
+11,072
80
$114K 0.12%
+10,941
81
$82K 0.08%
11,816
+418
82
$23K 0.02%
+50
83
-12,419
84
-8,527
85
-4,998
86
-3,940
87
-1,073
88
-20,340
89
-8,676
90
-9,209
91
-10,168