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
76
$221K 0.14%
+4,002
77
$221K 0.14%
12,257
78
$219K 0.14%
1,116
-7,624
79
$210K 0.13%
+4,113
80
$210K 0.13%
+2,876
81
$210K 0.13%
+977
82
$208K 0.13%
2,306
83
$205K 0.13%
+8,958
84
$202K 0.13%
+2,604
85
$161K 0.1%
13,346
+127
86
$114K 0.07%
14,824
+160
87
$93K 0.06%
31
-68
88
$85K 0.05%
25,000
89
$33K 0.02%
+10,000
90
– –
-39,922
91
– –
-25,056
92
– –
-10,051
93
– –
0
94
– –
-11,077
95
– –
-12,773
96
– –
-10,000
1 2 3
4