TWM
Triton Wealth Management Portfolio holdings
AUM
$270M
1-Year Est. Return
24.97%
This Fund
S&P 500
1 Year Est. Return
+24.97%
AUM
$270M
AUM Growth
+$3.66M
(+1.4%)
Holding
134
Top Buys
| 1 | +$3.86M | |
| 2 | +$2.44M | |
| 3 | +$1.82M | |
| 4 |
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
|
+$1.66M |
| 5 |
Amazon
AMZN
|
+$1.66M |
Top Sells
| 1 | +$834K | |
| 2 | +$613K | |
| 3 | +$583K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$464K |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$461K |
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Consumer Discretionary | 7.17% |
| 3 | Consumer Staples | 2.82% |
| 4 | Industrials | 2.6% |
| 5 | Communication Services | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Sprott Physical Gold
PHYS
$16B
| – | – |
-5,519
|
|
||
127
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
| – | – |
-5,368
|
|
||
128
Redwire
RDW
$3.74B
| – | – |
-14,834
|
|
||
129
iShares Silver Trust
SLV
$35.6B
| – | – |
-2,822
|
|
||
130
Seagate
STX
$216B
| – | – |
-690
|
|
||
131
United Airlines
UAL
$34.8B
| – | – |
-1,940
|
|
||
|
RSSX
132
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$65.6M
| – | – |
-30,997
|
|