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
76
$92K 0.08%
14,664
-5,409
77
$60K 0.05%
+25,000
78
$37K 0.03%
99
+49
79
– –
0
80
$2K ﹤0.01%
+10,000
81
– –
-12,852
82
– –
-11,816
83
– –
-2,660
84
– –
-4,231
85
– –
-6,942
86
– –
-5,562
87
– –
-3,524
88
– –
-11,807
89
– –
-7,764
1 2 3
4