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
$164M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$271K
3
+$267K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$240K
5
SBUX icon
Starbucks
SBUX
+$206K

Top Sells

1
+$4.85M
2
+$3.2M
3
+$2.58M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$413K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$384K

Sector Composition

1 Industrials 45.37%
2 Consumer Discretionary 5.4%
3 Technology 3.61%
4 Energy 2.56%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$719K 0.44%
41,250
-4,040
27
$692K 0.42%
14,619
-1,071
28
$685K 0.42%
2,193
-139
29
$683K 0.42%
3,255
-265
30
$609K 0.37%
30,390
+12,002
31
$586K 0.36%
1,780
-157
32
$538K 0.33%
2,832
-79
33
$490K 0.3%
2,878
+86
34
$487K 0.3%
13,413
-1,506
35
$473K 0.29%
5,369
-633
36
$471K 0.29%
2,227
+1
37
$459K 0.28%
19,698
-441
38
$436K 0.27%
6,727
-272
39
$425K 0.26%
6,995
-270
40
$416K 0.25%
5,511
+15
41
$403K 0.25%
4,406
-327
42
$391K 0.24%
4,752
-288
43
$381K 0.23%
1,761
-879
44
$370K 0.22%
10,669
-2,415
45
$357K 0.22%
+31,416
46
$351K 0.21%
2,710
-801
47
$351K 0.21%
20,714
-3,038
48
$344K 0.21%
8,885
-303
49
$343K 0.21%
5,196
50
$341K 0.21%
10,101
-300
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