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
$119M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$6.03M
3
+$4.65M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.56M
5
CLOV icon
Clover Health Investments
CLOV
+$505K

Top Sells

1
+$2.41M
2
+$2.41M
3
+$1.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$675K
5
IBB icon
iShares Biotechnology ETF
IBB
+$579K

Sector Composition

1 Industrials 11.87%
2 Technology 11.06%
3 Consumer Discretionary 7.92%
4 Communication Services 2.58%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 0.55%
31,922
-2,049
27
$629K 0.53%
13,317
+192
28
$615K 0.52%
8,548
29
$604K 0.51%
2,839
-22
30
$588K 0.49%
27,196
+13,258
31
$572K 0.48%
8,801
-48
32
$569K 0.48%
2,708
-165
33
$556K 0.47%
4,517
-167
34
$554K 0.47%
6,690
-1,173
35
$514K 0.43%
3,004
-42
36
$505K 0.42%
+39,922
37
$501K 0.42%
1,611
-4
38
$486K 0.41%
7,623
-10,583
39
$431K 0.36%
22,569
-60
40
$401K 0.34%
2,669
+396
41
$400K 0.34%
4,682
-171
42
$368K 0.31%
19,536
+252
43
$367K 0.31%
7,086
-1,657
44
$367K 0.31%
1,869
-28
45
$367K 0.31%
1,660
-30
46
$366K 0.31%
10,904
-159
47
$348K 0.29%
23,354
+960
48
$323K 0.27%
13,090
-301
49
$312K 0.26%
4,240
+640
50
$302K 0.25%
8,217
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