TWM

Triton Wealth Management Portfolio holdings

AUM $263M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.3M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$583K
5
GPN icon
Global Payments
GPN
+$431K

Top Sells

1
+$263K
2
+$215K
3
+$165K
4
WMT icon
Walmart Inc. Common Stock
WMT
+$146K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$74.5K

Sector Composition

1 Industrials 38.82%
2 Consumer Discretionary 6.37%
3 Technology 5.92%
4 Consumer Staples 2.42%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.12%
1,956
-35
77
$206K 0.12%
+8,020
78
$202K 0.11%
+1,944
79
$190K 0.11%
14,528
80
$137K 0.08%
30,288
81
$110K 0.06%
+1,233
82
$12.4K 0.01%
10,000
83
– –
-655
84
– –
-7,785
1 2 3
4