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
101
$232K 0.09%
1,224
+57
102
$231K 0.09%
2,449
-2,801
103
$229K 0.09%
5,556
-614
104
$229K 0.09%
4,837
-315
105
$224K 0.09%
748
+4
106
$222K 0.08%
2,610
+8
107
$219K 0.08%
+447
108
$219K 0.08%
+7,190
109
$200K 0.08%
+2,480
110
$141K 0.05%
10,775
111
– –
-370
112
– –
-2,094
113
– –
-10,000
114
– –
-11,031
115
– –
-19,481
116
– –
-2,990
117
– –
-8,895
118
– –
-1,440
119
– –
-730
1 2 3 4
5