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
101
$206K 0.1%
1,814
+14
102
$206K 0.1%
2,308
+2
103
$201K 0.1%
10,859
+1,267
104
$200K 0.1%
3,296
105
$132K 0.06%
13,087
+123
106
$70K 0.03%
280
-35
107
$36K 0.02%
20,000
108
– –
-5,606
109
– –
-3,724
110
– –
-524
111
– –
-3,982
112
– –
-1,173
113
– –
-21
114
– –
-4,113
115
– –
-5,706
116
– –
-1,865
117
– –
-8,133
118
– –
-3,298
119
– –
-4,084
120
– –
-1,557
121
– –
-12,300
1 2 3 4
5