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
$142M
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$7.95M
2 +$3.94M
3 +$2.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$747K

Sector Composition

1 Industrials 21.09%
2 Consumer Discretionary 8.16%
3 Technology 4.69%
4 Consumer Staples 3.06%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$145K 0.1%
3,534
-3,028
77
$140K 0.1%
37,532
-2,900
78
$44K 0.03%
3,548
-14,586
79
$36K 0.03%
+3,285
80
$13K 0.01%
240
+1
81
$12K 0.01%
10,000
82
-2,774
83
-6,425
84
-427
85
-1,008
86
-5,456
87
-3,710
88
-2,568
89
-4,682
90
-16,476
91
-6,003
92
-1,940
93
-10,859
94
-1,601
95
-13,211
96
-4,145
97
-21,410