TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
1-Year Est. Return
10.68%
1 Year Est. Return
-10.68%
AUM
$200M
AUM Growth
-$22.3M
(-10%)
Holding
177
Top Buys
| 1 | +$8.18M | |
| 2 | +$915K | |
| 3 | +$901K | |
| 4 |
Amazon
AMZN
|
+$594K |
| 5 |
Microsoft
MSFT
|
+$417K |
Top Sells
| 1 | +$706K | |
| 2 | +$411K | |
| 3 | +$346K | |
| 4 |
PayPal
PYPL
|
+$283K |
| 5 |
Illumina
ILMN
|
+$260K |
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Financials | 10.12% |
| 3 | Consumer Staples | 2.91% |
| 4 | Consumer Discretionary | 2.64% |
| 5 | Healthcare | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Health Care ETF
VHT
$15.9B
| – | – |
-861
|
|
||
|
FPL
177
DELISTED
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
| – | – |
-14,700
|
|