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

Top Buys

1 +$1.92M
2 +$1.35M
3 +$1.3M
4
WMT icon
Walmart
WMT
+$423K
5
NVDA icon
NVIDIA
NVDA
+$335K

Top Sells

1 +$12.4M
2 +$1.19M
3 +$495K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$485K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$456K

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