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
$157M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$5.72M
3
+$4.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.29M
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$2.04M

Top Sells

1
+$4.69M
2
+$2.4M
3
+$1.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.5M
5
MGM icon
MGM Resorts International
MGM
+$1.47M

Sector Composition

1 Industrials 20.46%
2 Technology 9.38%
3 Consumer Discretionary 5.35%
4 Communication Services 2.08%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.25%
18,618
-918
52
$393K 0.25%
9,035
-1,869
53
$376K 0.24%
2,404
-265
54
$374K 0.24%
4,300
+60
55
$372K 0.24%
22,965
-7,751
56
$360K 0.23%
16,136
-156
57
$360K 0.23%
8,317
+100
58
$357K 0.23%
11,784
-1,306
59
$321K 0.2%
2,028
+61
60
$315K 0.2%
1,864
-89
61
$311K 0.2%
4,253
-4
62
$300K 0.19%
1,107
-3,763
63
$287K 0.18%
18,587
+7,286
64
$284K 0.18%
3,261
-198
65
$281K 0.18%
1,748
+213
66
$281K 0.18%
4,698
67
$275K 0.18%
+1,243
68
$251K 0.16%
5,238
+288
69
$243K 0.15%
1,436
-310
70
$237K 0.15%
+5,973
71
$228K 0.15%
+2,620
72
$227K 0.14%
+9,592
73
$224K 0.14%
15,618
-930
74
$222K 0.14%
26,792
-194
75
$222K 0.14%
2,038
+5
1 2
3
4