TWM

Triton Wealth Management Portfolio holdings

AUM $266M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$42.6M
2 +$22.6M
3 +$20M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$16.5M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$10.6M

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
$121K 0.05%
+10,775
102
$65.5K 0.03%
+11,031
103
$22.7K 0.01%
+10,000
104
$4.53K ﹤0.01%
+2,990
105
$3.16K ﹤0.01%
+370