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
101
-1,301
102
-1,814
103
-2,000
104
-31,841
105
-3,296
106
-10,104
107
-13,677
108
-2,801