TWM

Triton Wealth Management Portfolio holdings

AUM $266M
This Fund
S&P 500
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
+$734K
2
+$233K
3
+$170K
4
HUT
Hut 8
HUT
+$56.8K
5
BAC icon
Bank of America
BAC
+$52.1K

Top Sells

1
+$2.63M
2
+$1.95M
3
+$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.58M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.11M

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
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77
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-1,928
78
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-4,260
79
– –
-1,518
80
– –
-1,054
81
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-960
82
– –
-8,020
83
– –
-1,107
84
– –
-1,956
85
– –
-3,057
1 2 3
4