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
$152M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$485K
2 +$247K
3 +$238K
4
MCD icon
McDonald's
MCD
+$211K
5
SNOW icon
Snowflake
SNOW
+$202K

Sector Composition

1 Industrials 36.88%
2 Technology 6.71%
3 Consumer Discretionary 6.42%
4 Consumer Staples 2.37%
5 Energy 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,726
77
-4,105