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
76
$306K 0.15%
4,898
-5
77
$304K 0.14%
45,337
+2,180
78
$304K 0.14%
13,677
+62
79
$300K 0.14%
17,275
80
$297K 0.14%
22,000
81
$292K 0.14%
2,000
82
$286K 0.14%
981
-99
83
$277K 0.13%
13,763
+347
84
$272K 0.13%
1,076
-1
85
$269K 0.13%
1,980
86
$261K 0.12%
5,229
-2,075
87
$260K 0.12%
778
+31
88
$260K 0.12%
2,755
89
$256K 0.12%
2,934
90
$235K 0.11%
6,003
91
$235K 0.11%
1,016
-5
92
$221K 0.11%
2,801
-503
93
$217K 0.1%
965
-1,154
94
$216K 0.1%
1,889
-379
95
$213K 0.1%
2,235
-2
96
$212K 0.1%
4,071
+40
97
$212K 0.1%
+6,462
98
$210K 0.1%
2,713
-5
99
$210K 0.1%
11,637
-620
100
$206K 0.1%
+1,883
1 2 3
4
5