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
$163M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.35M
3
+$1.07M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$670K
5
MCD icon
McDonald's
MCD
+$276K

Top Sells

1
+$7.99M
2
+$2.08M
3
+$1.23M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.1M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$925K

Sector Composition

1 Industrials 39.07%
2 Consumer Discretionary 6.39%
3 Technology 5.8%
4 Consumer Staples 2.59%
5 Energy 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.6K 0.01%
10,000
77
– –
-240
78
– –
-1,832
79
– –
-24,059
80
– –
-6,995
81
– –
-3,484
82
– –
-11,356
83
– –
-1,944
84
– –
-3,373
1 2 3
4