TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
+2.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+20%)
Cap. Flow
+$31.4M
Cap. Flow
% of AUM
14.98%
Top 10 Holdings %
Top 10 Hldgs %
68.43%
Holding
123
New
6
Increased
31
Reduced
49
Closed
14
Top Buys
| 1 |
Knight Transportation
KNX
|
$21.7M |
| 2 |
Invesco QQQ Trust
QQQ
|
$6.21M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.9M |
| 4 |
Dutch Bros
BROS
|
$842K |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
$408K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$679K |
| 2 |
Royal Caribbean
RCL
|
$650K |
| 3 |
Zoom
ZM
|
$559K |
| 4 |
ARK Web x.0 ETF
ARKW
|
$558K |
| 5 |
Qorvo
QRVO
|
$350K |
Sector Composition
| 1 | Industrials | 15.4% |
| 2 | Technology | 10.11% |
| 3 | Consumer Discretionary | 5.48% |
| 4 | Consumer Staples | 2.04% |
| 5 | Communication Services | 1.87% |
