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
$169M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$38.4M
2 +$368K
3 +$266K
4
TSLA icon
Tesla
TSLA
+$237K
5
AMZN icon
Amazon
AMZN
+$235K

Top Sells

1 +$17.8M
2 +$9M
3 +$240K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K
5
EMR icon
Emerson Electric
EMR
+$200K

Sector Composition

1 Industrials 39.36%
2 Consumer Discretionary 6.31%
3 Technology 3.52%
4 Energy 2.43%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$145K 0.09%
11,356
77
$129K 0.08%
3,580
+46
78
$92K 0.05%
34,042
-3,490
79
$35K 0.02%
3,548
80
$13K 0.01%
10,000
81
$11K 0.01%
240
82
-2,239
83
-3,285
84
-5,449