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
$149M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$659K
2
+$227K
3
+$168K
4
BAC icon
Bank of America
BAC
+$50.1K
5
HUT
Hut 8
HUT
+$47K

Top Sells

1
+$2.57M
2
+$1.88M
3
+$1.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.56M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.08M

Sector Composition

1 Industrials 37.83%
2 Technology 6.45%
3 Consumer Discretionary 6.1%
4 Energy 2.28%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,054
77
– –
-960
78
– –
-1,989
79
– –
-1,412
80
– –
-4,001
81
– –
-3,965
82
– –
-8,020
83
– –
-1,107
84
– –
-1,956
85
– –
-3,057
1 2 3
4