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
$175M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.56M
3
+$2.89M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$2.56M

Top Sells

1
+$6.18M
2
+$1.97M
3
+$1.29M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$917K
5
NCLH icon
Norwegian Cruise Line
NCLH
+$704K

Sector Composition

1 Technology 12.32%
2 Industrials 6.25%
3 Consumer Discretionary 6.18%
4 Communication Services 2.63%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.2%
1,865
77
$330K 0.19%
27,217
+273
78
$321K 0.18%
4,903
+200
79
$318K 0.18%
5,706
-1,176
80
$304K 0.17%
22,000
-3,000
81
$302K 0.17%
+1,887
82
$301K 0.17%
13,615
+176
83
$300K 0.17%
17,275
+1,271
84
$298K 0.17%
+2,000
85
$295K 0.17%
+3,304
86
$291K 0.17%
5,653
-848
87
$281K 0.16%
+1,077
88
$272K 0.16%
1,080
-132
89
$272K 0.16%
747
+26
90
$271K 0.15%
+1,980
91
$271K 0.15%
13,416
-11,670
92
$263K 0.15%
12,257
93
$262K 0.15%
+3,298
94
$259K 0.15%
2,755
-121
95
$256K 0.15%
2,934
-175
96
$237K 0.14%
1,021
+29
97
$234K 0.13%
+715
98
$233K 0.13%
2,268
+384
99
$232K 0.13%
+2,237
100
$228K 0.13%
+4,084
2 3
4
5 6