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
$171M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Sells

1 +$792K
2 +$230K
3 +$105K
4
AMZN icon
Amazon
AMZN
+$69.5K
5
CCL icon
Carnival Corp
CCL
+$49.6K

Sector Composition

1 Industrials 24.23%
2 Technology 10.4%
3 Consumer Discretionary 6.42%
4 Consumer Staples 3.19%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$214K 0.13%
2,353
77
$214K 0.12%
1,845
+16
78
$214K 0.12%
+10,273
79
$206K 0.12%
+789
80
$168K 0.1%
12,119
+1
81
$44.3K 0.03%
13,413
82
$19.6K 0.01%
10,000
83
-1,790
84
-1,170