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
$119M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$6.03M
3
+$4.65M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.56M
5
CLOV icon
Clover Health Investments
CLOV
+$505K

Top Sells

1
+$2.41M
2
+$2.41M
3
+$1.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$675K
5
IBB icon
iShares Biotechnology ETF
IBB
+$579K

Sector Composition

1 Industrials 11.87%
2 Technology 11.06%
3 Consumer Discretionary 7.92%
4 Communication Services 2.58%
5 Financials 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.25%
30,716
-10,985
52
$298K 0.25%
1,063
+211
53
$295K 0.25%
4,070
-156
54
$291K 0.24%
3,459
-57
55
$290K 0.24%
1,967
+1
56
$290K 0.24%
16,292
-32
57
$287K 0.24%
+12,773
58
$280K 0.24%
1,746
-199
59
$279K 0.23%
+2,926
60
$278K 0.23%
13,938
-300
61
$275K 0.23%
4,257
-370
62
$269K 0.23%
4,698
63
$261K 0.22%
1,953
+152
64
$258K 0.22%
1,535
+58
65
$227K 0.19%
2,306
66
$222K 0.19%
25,056
+4
67
$214K 0.18%
4,950
+552
68
$213K 0.18%
2,033
-136
69
$202K 0.17%
12,257
70
$174K 0.15%
16,548
-460
71
$172K 0.14%
26,986
-2,387
72
$147K 0.12%
11,301
+229
73
$144K 0.12%
+11,077
74
$100K 0.08%
10,051
-890
75
$100K 0.08%
13,219
-5,316
1 2
3
4