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
$164M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$271K
3
+$267K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$240K
5
SBUX icon
Starbucks
SBUX
+$206K

Top Sells

1
+$4.85M
2
+$3.2M
3
+$2.58M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$413K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$384K

Sector Composition

1 Industrials 45.37%
2 Consumer Discretionary 5.4%
3 Technology 3.61%
4 Energy 2.56%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99.2K 0.06%
33,742
-300
77
$98.4K 0.06%
3,373
-207
78
$41K 0.03%
3,484
-64
79
$13.1K 0.01%
10,000
80
$10.4K 0.01%
240
81
– –
-1,828
82
– –
-5,463
83
– –
-1,402
84
– –
-1,339
85
– –
-2,314
1 2 3
4