TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
+7.54%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+10%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
8.21%
Top 10 Holdings %
Top 10 Hldgs %
50.89%
Holding
124
New
13
Increased
62
Reduced
34
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$6.65M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
$2.41M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$738K |
| 4 |
ProShares Short S&P500
SH
|
$522K |
| 5 |
Tesla
TSLA
|
$478K |
Top Sells
| 1 |
Pacer Trendpilot 100 ETF
PTNQ
|
$1.26M |
| 2 |
Royal Gold
RGLD
|
$547K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$522K |
| 4 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$456K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$370K |
Sector Composition
| 1 | Technology | 10.31% |
| 2 | Financials | 4.52% |
| 3 | Consumer Discretionary | 3.94% |
| 4 | Consumer Staples | 3.27% |
| 5 | Healthcare | 2.06% |
