TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
-10.14%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$117K
AUM Growth
+$117K
(-100%)
Cap. Flow
-$2.97M
Cap. Flow
% of AUM
-2,531.56%
Top 10 Holdings %
Top 10 Hldgs %
63.07%
Holding
105
New
10
Increased
36
Reduced
39
Closed
11
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.93K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.99K |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$711 |
| 4 |
Amazon
AMZN
|
$515 |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$489 |
Top Sells
Sector Composition
| 1 | Energy | 16.97% |
| 2 | Financials | 12.43% |
| 3 | Technology | 4.35% |
| 4 | Consumer Staples | 2.4% |
| 5 | Healthcare | 1.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PDM
101
Piedmont Realty Trust, Inc.
PDM
$1.05B
| – | – |
-10,769
| Closed | -$204K |
|
102
Stanley Black & Decker
SWK
$11.5B
| – | – |
-1,484
| Closed | -$217K |
|
103
Financial Select Sector SPDR Fund
XLF
$54.1B
| – | – |
-11,847
| Closed | -$327K |
|