TWM

Triton Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 24.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.49M
3
+$1.17M
4
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$1.08M
5
GDE icon
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
+$744K

Top Sells

1
+$640K
2
+$616K
3
+$412K
4
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$395K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$374K

Sector Composition

1 Technology 12.91%
2 Industrials 10.07%
3 Consumer Discretionary 6.97%
4 Consumer Staples 2.75%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.14%
3,223
-36
77
$376K 0.14%
3,157
-1,087
78
$371K 0.14%
4,273
+583
79
$371K 0.14%
4,814
80
$358K 0.14%
9,023
-564
81
$357K 0.14%
27,754
-315
82
$331K 0.13%
11,214
-309
83
$327K 0.12%
10,505
84
$316K 0.12%
7,393
85
$314K 0.12%
2,932
86
$309K 0.12%
11,011
-3,714
87
$302K 0.12%
25,211
+136
88
$299K 0.11%
551
+18
89
$294K 0.11%
6,848
90
$290K 0.11%
+1,112
91
$284K 0.11%
+7,296
92
$281K 0.11%
8,683
-868
93
$274K 0.1%
10,692
+408
94
$259K 0.1%
+7,350
95
$254K 0.1%
1,872
+14
96
$252K 0.1%
1,288
-4
97
$242K 0.09%
+11,650
98
$239K 0.09%
+3,825
99
$237K 0.09%
7,886
-1,030
100
$234K 0.09%
2,084
+102
1 2 3
4
5