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
$194M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$559K
3
+$427K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$382K
5
NVDA icon
NVIDIA
NVDA
+$330K

Top Sells

1
+$590K
2
+$281K
3
+$55K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.4K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$36.4K

Sector Composition

1 Industrials 25.03%
2 Technology 10.41%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.25%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.13%
1,156
-50
77
$246K 0.13%
2,675
-261
78
$238K 0.12%
4,600
+1
79
$237K 0.12%
+4,629
80
$234K 0.12%
1,160
81
$232K 0.12%
12,454
-9
82
$227K 0.12%
+4,331
83
$227K 0.12%
1,859
+14
84
$226K 0.12%
+380
85
$218K 0.11%
2,203
-100
86
$217K 0.11%
740
+20
87
$210K 0.11%
740
-46
88
$205K 0.11%
+1,790
89
$140K 0.07%
12,523
+603
90
$61.4K 0.03%
10,975
91
$30K 0.02%
10,884
-1,460
92
$20.5K 0.01%
10,000
93
– –
-3,526
94
– –
-3,345
1 2 3
4