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
$144M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.45M
3
+$1.32M
4
WMT icon
Walmart Inc
WMT
+$408K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$332K

Top Sells

1
+$14.5M
2
+$1.19M
3
+$515K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$485K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$452K

Sector Composition

1 Industrials 25.3%
2 Technology 8.45%
3 Consumer Discretionary 6.5%
4 Consumer Staples 3.18%
5 Energy 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,132
77
– –
-4,833
78
– –
-720
79
– –
-1,092
80
– –
-42,248
81
– –
-4,727
82
– –
-15,163
1 2 3
4