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
51
$299K 0.2%
3,746
+221
52
$288K 0.19%
3,242
+4
53
$285K 0.19%
4,797
+100
54
$282K 0.18%
1,207
+4
55
$277K 0.18%
24,884
-975
56
$275K 0.18%
1,058
-15
57
$270K 0.18%
2,301
58
$248K 0.16%
2,528
59
$247K 0.16%
+4,727
60
$234K 0.15%
4,833
-284
61
$233K 0.15%
1,132
+51
62
$227K 0.15%
17,325
-1,572
63
$223K 0.15%
1,477
+1
64
$211K 0.14%
+720
65
$210K 0.14%
1,790
-43
66
$202K 0.13%
+1,092
67
$201K 0.13%
+1,240
68
$155K 0.1%
+42,248
69
$147K 0.1%
12,537
-47
70
$133K 0.09%
26,647
-3,000
71
$124K 0.08%
10,000
+6,000
72
$27.7K 0.02%
1,170
73
$17K 0.01%
10,000
74
– –
-1,944
75
– –
-12,789
1 2
3
4