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
$193M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$419K
3
+$213K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$153K
5
QLD icon
ProShares Ultra QQQ
QLD
+$114K

Top Sells

1
+$3.18M
2
+$1.86M
3
+$1.3M
4
TSLA icon
Tesla
TSLA
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$958K

Sector Composition

1 Industrials 17.14%
2 Technology 9.42%
3 Consumer Discretionary 4.71%
4 Consumer Staples 2.36%
5 Energy 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$918K 0.48%
4,177
-44
27
$913K 0.47%
19,329
-1,083
28
$894K 0.46%
2,826
-35
29
$842K 0.44%
2,287
-28
30
$798K 0.41%
38,888
-1,479
31
$783K 0.41%
15,094
+212
32
$776K 0.4%
14,219
-323
33
$756K 0.39%
5,456
-96
34
$731K 0.38%
16,764
+340
35
$672K 0.35%
22,868
+5,210
36
$654K 0.34%
8,588
37
$607K 0.31%
5,842
-416
38
$591K 0.31%
12,357
-776
39
$552K 0.29%
11,815
-50
40
$541K 0.28%
6,854
-269
41
$539K 0.28%
20,534
-10,142
42
$526K 0.27%
2,225
43
$524K 0.27%
3,710
-521
44
$524K 0.27%
13,007
-120
45
$523K 0.27%
21,039
-654
46
$507K 0.26%
2,929
+1
47
$504K 0.26%
3,460
-1,940
48
$501K 0.26%
6,100
+152
49
$495K 0.26%
4,682
50
$489K 0.25%
12,237
-1,127
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