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
$176M
AUM Growth
+$4.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.01M
3
+$960K
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$306K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$237K

Top Sells

1
+$2.23M
2
+$330K
3
+$315K
4
SEM icon
Select Medical
SEM
+$214K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$180K

Sector Composition

1 Industrials 25.07%
2 Technology 8.97%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.4%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.13%
+6,594
77
$230K 0.13%
2,932
-350
78
$229K 0.13%
1,160
+5
79
$228K 0.13%
+1,036
80
$219K 0.12%
+720
81
$217K 0.12%
2,303
-50
82
$208K 0.12%
786
-3
83
$143K 0.08%
12,463
-12
84
$128K 0.07%
11,920
-199
85
$59.8K 0.03%
+10,975
86
$31.3K 0.02%
12,344
-1,069
87
$18.9K 0.01%
10,000
88
– –
-10,273
1 2 3
4