TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
1 Year Est. Return
–
AUM
$234M
AUM Growth
–
Holding
107
Top Buys
| 1 | +$48.4M | |
| 2 | +$24.2M | |
| 3 | +$22.9M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$18.7M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.44% |
| 2 | Industrials | 11.38% |
| 3 | Consumer Discretionary | 6.21% |
| 4 | Consumer Staples | 3.05% |
| 5 | Communication Services | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ford
F
$47.4B
| $121K | 0.05% |
+10,775
|
|
||
102
Gabelli Equity Trust
GAB
$1.83B
| $65.5K | 0.03% |
+11,031
|
|
||
103
Denison Mines
DNN
$2.62B
| $22.7K | 0.01% |
+10,000
|
|
||
104
Northann Corp
NCL
$14M
| $4.53K | ﹤0.01% |
+23,923
|
|
||
105
Co-Diagnostics
CODX
$15.6M
| $3.16K | ﹤0.01% |
+11,111
|
|