TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
+5.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+10%)
Cap. Flow
+$34.2M
Cap. Flow
% of AUM
17.59%
Top 10 Holdings %
Top 10 Hldgs %
72.01%
Holding
96
New
7
Increased
37
Reduced
27
Closed
2
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$26.2M |
| 2 |
Apple
AAPL
|
$2.44M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.01M |
| 4 |
OKLO
Oklo
OKLO
|
$559K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$427K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$590K |
| 2 |
ProShares UltraPro S&P 500
UPRO
|
$281K |
| 3 |
First Trust Technology AlphaDEX Fund
FXL
|
$55K |
| 4 |
First Trust Municipal High Income ETF
FMHI
|
$36.4K |
| 5 |
Tesla
TSLA
|
$30.6K |
Sector Composition
| 1 | Industrials | 25.03% |
| 2 | Technology | 10.41% |
| 3 | Consumer Discretionary | 6.4% |
| 4 | Consumer Staples | 3.25% |
| 5 | Communication Services | 1.77% |
