TWM

Triton Wealth Management Portfolio holdings

AUM $234M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$559K
3
+$427K
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$382K
5
NVDA icon
NVIDIA
NVDA
+$330K

Top Sells

1
+$590K
2
+$281K
3
+$55K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.4K
5
FMHI icon
First Trust Municipal High Income ETF
FMHI
+$36.4K

Sector Composition

1 Industrials 25.03%
2 Technology 10.41%
3 Consumer Discretionary 6.4%
4 Consumer Staples 3.25%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.5M 23.44%
780,933
2
$34.9M 17.96%
1,283,917
+413
3
$16.7M 8.6%
33,024
+117
4
$9.31M 4.79%
307,019
+2,550
5
$8.51M 4.38%
38,055
+10,916
6
$7.47M 3.85%
51,074
+2,259
7
$6.27M 3.23%
30,489
+165
8
$5.04M 2.6%
34,106
-372
9
$3.11M 1.6%
3,461
-31
10
$3.04M 1.56%
104,342
-1,768
11
$2.96M 1.52%
7,052
+287
12
$2.53M 1.3%
5,199
13
$2.52M 1.3%
8,745
-106
14
$2.31M 1.19%
26,803
-188
15
$2.29M 1.18%
27,469
+1,843
16
$1.95M 1%
23,910
17
$1.71M 0.88%
3,007
+348
18
$1.69M 0.87%
2,863
+14
19
$1.67M 0.86%
21,178
-141
20
$1.5M 0.77%
15,881
+4,040
21
$1.34M 0.69%
27,851
-753
22
$1.17M 0.6%
6,570
+82
23
$1.11M 0.57%
9,163
+249
24
$1.01M 0.52%
5,584
+415
25
$1.01M 0.52%
2,153
+102
1
2 3 4