TWM

Titus Wealth Management Portfolio holdings

AUM $200M
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
-10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$8.18M
2 +$915K
3 +$901K
4
AMZN icon
Amazon
AMZN
+$594K
5
MSFT icon
Microsoft
MSFT
+$417K

Top Sells

1 +$706K
2 +$411K
3 +$346K
4
PYPL icon
PayPal
PYPL
+$283K
5
ILMN icon
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
VHT icon
176
Vanguard Health Care ETF
VHT
$15.9B
-861
FPL
177
DELISTED
FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND
FPL
-14,700