TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
-14.58%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$61.8M
AUM Growth
–
Cap. Flow
+$61.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.05%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$15.3M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.82M |
| 3 |
First Trust Technology AlphaDEX Fund
FXL
|
$4.54M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.91M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.02% |
| 2 | Industrials | 5.87% |
| 3 | Consumer Discretionary | 2.71% |
| 4 | Consumer Staples | 2.12% |
| 5 | Healthcare | 1.61% |
