TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
+29.36%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.6M
AUM Growth
+$96.6M
(+56%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
26.04%
Top 10 Holdings %
Top 10 Hldgs %
62.16%
Holding
91
New
30
Increased
27
Reduced
22
Closed
9
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.02M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.44M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$1.67M |
| 4 |
First Trust Technology AlphaDEX Fund
FXL
|
$1.48M |
| 5 |
Norwegian Cruise Line
NCLH
|
$1.32M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$676K |
| 2 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
$610K |
| 3 |
Lam Research
LRCX
|
$508K |
| 4 |
Intuit
INTU
|
$295K |
| 5 |
ProShares UltraPro Russell2000
URTY
|
$261K |
Sector Composition
| 1 | Consumer Discretionary | 7.55% |
| 2 | Technology | 7.34% |
| 3 | Industrials | 7.3% |
| 4 | Communication Services | 2.93% |
| 5 | Consumer Staples | 1.46% |
