TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
+15.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+32%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
14.52%
Top 10 Holdings %
Top 10 Hldgs %
72.91%
Holding
96
New
16
Increased
30
Reduced
38
Closed
7
Top Buys
| 1 |
Knight Transportation
KNX
|
$18.9M |
| 2 |
ARK Web x.0 ETF
ARKW
|
$5.72M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.44M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.29M |
| 5 |
Global X Lithium & Battery Tech ETF
LIT
|
$2.04M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.69M |
| 2 |
Tesla
TSLA
|
$2.4M |
| 3 |
Norwegian Cruise Line
NCLH
|
$1.89M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.5M |
| 5 |
MGM Resorts International
MGM
|
$1.47M |
Sector Composition
| 1 | Industrials | 20.46% |
| 2 | Technology | 9.38% |
| 3 | Consumer Discretionary | 5.35% |
| 4 | Communication Services | 2.08% |
| 5 | Consumer Staples | 1.27% |
