TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
-1.13%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+3.2%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
6.83%
Top 10 Holdings %
Top 10 Hldgs %
50.18%
Holding
172
New
22
Increased
87
Reduced
34
Closed
10
Top Buys
| 1 |
Apple
AAPL
|
$4.07M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$711K |
| 3 |
Invesco QQQ Trust
QQQ
|
$662K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$635K |
| 5 |
Vanguard US Value Factor ETF
VFVA
|
$557K |
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$653K |
| 2 |
DTE Energy
DTE
|
$301K |
| 3 |
Alibaba
BABA
|
$278K |
| 4 |
Amplify Online Retail ETF
IBUY
|
$271K |
| 5 |
Teladoc Health
TDOC
|
$261K |
Sector Composition
| 1 | Technology | 12.72% |
| 2 | Financials | 6.35% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Consumer Staples | 2.28% |
| 5 | Healthcare | 1.55% |
