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
$210M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$6.21M
3
+$5.9M
4
BROS icon
Dutch Bros
BROS
+$842K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$408K

Top Sells

1
+$12.4M
2
+$679K
3
+$650K
4
ZM icon
Zoom
ZM
+$559K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$558K

Sector Composition

1 Industrials 15.4%
2 Technology 10.11%
3 Consumer Discretionary 5.48%
4 Consumer Staples 2.04%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.27%
13,127
52
$556K 0.27%
7,123
-132
53
$549K 0.26%
13,364
-36
54
$548K 0.26%
11,865
+44
55
$544K 0.26%
4,682
56
$518K 0.25%
1,643
57
$493K 0.24%
2,225
58
$481K 0.23%
1,667
-86
59
$468K 0.22%
2,928
+148
60
$443K 0.21%
3,511
61
$402K 0.19%
2,820
62
$396K 0.19%
4,102
-45
63
$393K 0.19%
15,252
+20
64
$392K 0.19%
27,217
65
$389K 0.19%
4,313
-377
66
$384K 0.18%
4,321
-88
67
$380K 0.18%
+4,830
68
$350K 0.17%
1,301
-2
69
$350K 0.17%
+6,573
70
$347K 0.17%
10,104
71
$325K 0.15%
5,643
-10
72
$323K 0.15%
5,050
-1,970
73
$314K 0.15%
1,882
-5
74
$314K 0.15%
1,956
-1,083
75
$308K 0.15%
716
+1
1 2
3
4 5