TWM
Triton Wealth Management Portfolio holdings
AUM
$234M
This Quarter Return
-17.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-26%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-7.35%
Top 10 Holdings %
Top 10 Hldgs %
69.55%
Holding
99
New
5
Increased
28
Reduced
40
Closed
16
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.95M |
| 2 |
Amazon
AMZN
|
$5.29M |
| 3 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$2.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.05M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$747K |
Top Sells
| 1 |
Apple
AAPL
|
$8.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$7.73M |
| 3 |
Global X Lithium & Battery Tech ETF
LIT
|
$1.57M |
| 4 |
First Trust Technology AlphaDEX Fund
FXL
|
$1.39M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.14M |
Sector Composition
| 1 | Industrials | 21.09% |
| 2 | Consumer Discretionary | 8.16% |
| 3 | Technology | 4.69% |
| 4 | Consumer Staples | 3.06% |
| 5 | Energy | 2.73% |
