TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
+11.35%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+16%)
Cap. Flow
-$38.6M
Cap. Flow
% of AUM
-23.7%
Top 10 Holdings %
Top 10 Hldgs %
49.45%
Holding
142
New
23
Increased
62
Reduced
41
Closed
4
Top Buys
| 1 |
First Trust Cloud Computing ETF
SKYY
|
$1.18M |
| 2 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$625K |
| 3 |
HQL
abrdn Life Sciences Investors
HQL
|
$494K |
| 4 |
Invesco QQQ Trust
QQQ
|
$484K |
| 5 |
CHW
Calamos Global Dynamic Income Fund
CHW
|
$454K |
Top Sells
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Financials | 5.08% |
| 3 | Consumer Discretionary | 3.41% |
| 4 | Consumer Staples | 2.84% |
| 5 | Healthcare | 2.03% |
