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
$193M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$419K
3
+$213K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$153K
5
QLD icon
ProShares Ultra QQQ
QLD
+$114K

Top Sells

1
+$3.18M
2
+$1.86M
3
+$1.3M
4
TSLA icon
Tesla
TSLA
+$1.05M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$958K

Sector Composition

1 Industrials 17.14%
2 Technology 9.42%
3 Consumer Discretionary 4.71%
4 Consumer Staples 2.36%
5 Energy 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.13%
2,934
77
$246K 0.13%
6,246
-216
78
$236K 0.12%
40,432
-4,905
79
$236K 0.12%
1,024
+8
80
$232K 0.12%
1,076
81
$231K 0.12%
1,912
+23
82
$226K 0.12%
6,003
83
$223K 0.12%
2,309
+1
84
$217K 0.11%
2,236
+1
85
$215K 0.11%
1,008
+27
86
$209K 0.11%
2,635
-78
87
$183K 0.09%
11,356
-281
88
$174K 0.09%
10,859
89
$136K 0.07%
13,211
+124
90
$43K 0.02%
+427
91
$26K 0.01%
239
-41
92
$11K 0.01%
10,000
-10,000
93
– –
-716
94
– –
-9,924
95
– –
-4,102
96
– –
-2,246
97
– –
-4,071
98
– –
-965
99
– –
-3,562
100
– –
-778
1 2 3
4
5