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
51
$339K 0.21%
2,515
-97
52
$329K 0.2%
13,896
-672
53
$325K 0.2%
4,691
-207
54
$324K 0.2%
1,794
+2
55
$321K 0.2%
30,300
-1,295
56
$317K 0.19%
14,608
+520
57
$313K 0.19%
3,752
+5
58
$279K 0.17%
27,703
+172
59
$277K 0.17%
2,535
-115
60
$275K 0.17%
1,927
+34
61
$273K 0.17%
3,779
-448
62
$271K 0.16%
+2,762
63
$267K 0.16%
+11,808
64
$261K 0.16%
4,965
65
$240K 0.15%
1,088
66
$240K 0.15%
9,110
-1,331
67
$225K 0.14%
2,934
68
$225K 0.14%
1,947
+13
69
$224K 0.14%
1,832
+42
70
$215K 0.13%
1,550
-389
71
$215K 0.13%
1,078
-17
72
$210K 0.13%
4,396
-150
73
$208K 0.13%
16,472
+1
74
$206K 0.13%
+1,944
75
$152K 0.09%
11,356
1 2
3
4