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
$193M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$45.3M
2
+$672K
3
+$374K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$336K

Sector Composition

1 Industrials 17.14%
2 Technology 9.42%
3 Consumer Discretionary 4.71%
4 Consumer Staples 2.36%
5 Energy 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.13%
2,934
77
$246K 0.13%
6,246
78
$236K 0.12%
40,432
79
$236K 0.12%
1,024
80
$232K 0.12%
1,076
81
$231K 0.12%
1,912
82
$226K 0.12%
6,003
83
$223K 0.12%
2,309
84
$217K 0.11%
2,236
85
$215K 0.11%
1,008
86
$209K 0.11%
2,635
87
$183K 0.09%
11,356
88
$174K 0.09%
10,859
89
$136K 0.07%
13,211
90
$43K 0.02%
427
91
$26K 0.01%
239
92
$11K 0.01%
10,000
1 2 3
4