TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
+3.78%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+5.2%)
Cap. Flow
+$7.62M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
49.66%
Holding
149
New
11
Increased
63
Reduced
43
Closed
8
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$5.64M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
$849K |
| 3 |
Invesco QQQ Trust
QQQ
|
$547K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$406K |
| 5 |
JPMorgan Chase
JPM
|
$347K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$779K |
| 2 |
Pfizer
PFE
|
$570K |
| 3 |
Johnson & Johnson
JNJ
|
$553K |
| 4 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$456K |
| 5 |
IBM
IBM
|
$336K |
Sector Composition
| 1 | Technology | 9.19% |
| 2 | Financials | 5.92% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Consumer Staples | 2.29% |
| 5 | Healthcare | 1.45% |
