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
$210M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$6.21M
3
+$5.9M
4
BROS icon
Dutch Bros
BROS
+$842K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$408K

Top Sells

1
+$12.4M
2
+$679K
3
+$650K
4
ZM icon
Zoom
ZM
+$559K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$558K

Sector Composition

1 Industrials 15.4%
2 Technology 10.11%
3 Consumer Discretionary 5.48%
4 Consumer Staples 2.04%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$968K 0.46%
3,465
+75
27
$965K 0.46%
20,412
-882
28
$926K 0.44%
40,367
-1,039
29
$877K 0.42%
5,552
30
$864K 0.41%
9,924
31
$842K 0.4%
+14,542
32
$836K 0.4%
13,400
+214
33
$830K 0.4%
30,676
+7,162
34
$821K 0.39%
2,315
-24
35
$819K 0.39%
16,424
+5
36
$818K 0.39%
6,258
-233
37
$808K 0.39%
2,861
+20
38
$769K 0.37%
28,638
-3,731
39
$768K 0.37%
5,400
-20
40
$719K 0.34%
4,231
41
$698K 0.33%
8,588
42
$635K 0.3%
2,577
-9
43
$630K 0.3%
13,133
-2,370
44
$623K 0.3%
31,349
-954
45
$610K 0.29%
31,841
-4,055
46
$604K 0.29%
2,246
-95
47
$598K 0.29%
14,882
48
$589K 0.28%
2,568
49
$578K 0.28%
21,693
+48
50
$573K 0.27%
5,948
+143
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2
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