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
$152M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$247K
3
+$238K
4
MCD icon
McDonald's
MCD
+$211K
5
SNOW icon
Snowflake
SNOW
+$202K

Top Sells

1
+$6.08M
2
+$945K
3
+$659K
4
KMLM icon
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
+$614K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$490K

Sector Composition

1 Industrials 36.88%
2 Technology 6.71%
3 Consumer Discretionary 6.42%
4 Consumer Staples 2.37%
5 Energy 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$714K 0.47%
13,551
+237
27
$707K 0.46%
16,014
-1,575
28
$609K 0.4%
13,309
+310
29
$552K 0.36%
3,485
-69
30
$529K 0.35%
8,513
31
$518K 0.34%
5,040
32
$512K 0.34%
1,512
-59
33
$490K 0.32%
1,139
-27
34
$485K 0.32%
+3,542
35
$483K 0.32%
2,282
-50
36
$469K 0.31%
2,207
-138
37
$400K 0.26%
3,169
+5
38
$394K 0.26%
16,164
-243
39
$391K 0.26%
23,338
-300
40
$370K 0.24%
2,298
-20
41
$338K 0.22%
4,691
42
$337K 0.22%
8,540
-823
43
$330K 0.22%
9,717
-2,010
44
$328K 0.22%
8,389
+102
45
$328K 0.22%
11,765
+63
46
$323K 0.21%
14,136
-318
47
$319K 0.21%
11,124
-21,455
48
$318K 0.21%
10,307
+197
49
$308K 0.2%
5,572
-658
50
$301K 0.2%
32,133
+83
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2
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