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
$157M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.72M
3
+$4.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.29M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.04M

Top Sells

1
+$4.69M
2
+$2.4M
3
+$1.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.5M
5
MGM icon
MGM Resorts International
MGM
+$1.47M

Sector Composition

1 Industrials 20.46%
2 Technology 9.38%
3 Consumer Discretionary 5.35%
4 Communication Services 2.08%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$727K 0.46%
3,437
+433
27
$685K 0.44%
3,010
+171
28
$680K 0.43%
33,028
+9,674
29
$663K 0.42%
+4,127
30
$642K 0.41%
8,588
+40
31
$636K 0.4%
8,771
-30
32
$626K 0.4%
2,956
-903
33
$624K 0.4%
25,735
-78,087
34
$623K 0.4%
2,727
+19
35
$611K 0.39%
29,898
-2,024
36
$607K 0.39%
27,448
+252
37
$590K 0.38%
4,620
+1,694
38
$552K 0.35%
6,634
-56
39
$552K 0.35%
1,617
+6
40
$499K 0.32%
22,074
-495
41
$465K 0.3%
+6,801
42
$457K 0.29%
4,146
+76
43
$452K 0.29%
+2,584
44
$451K 0.29%
4,682
45
$449K 0.29%
13,505
-433
46
$446K 0.28%
6,682
-941
47
$445K 0.28%
1,673
+610
48
$442K 0.28%
+5,101
49
$440K 0.28%
1,653
-7
50
$432K 0.28%
1,840
-29
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