TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
1-Year Est. Return
10.68%
1 Year Est. Return
-10.68%
AUM
$222M
AUM Growth
-$126K
(-0.06%)
Holding
181
Top Buys
| 1 | +$1.84M | |
| 2 | +$1.05M | |
| 3 | +$729K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$642K |
| 5 |
Liberty All-Star Equity Fund
USA
|
+$642K |
Top Sells
| 1 | +$561K | |
| 2 | +$493K | |
| 3 | +$390K | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$359K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$355K |
Sector Composition
| 1 | Technology | 12.48% |
| 2 | Financials | 6.66% |
| 3 | Consumer Discretionary | 2.77% |
| 4 | Consumer Staples | 2.64% |
| 5 | Energy | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
PepsiCo
PEP
$200B
| – | – |
-1,211
|
|
||
177
Global X US Preferred ETF
PFFD
$2.25B
| – | – |
-9,635
|
|
||
178
Starbucks
SBUX
$106B
| – | – |
-2,487
|
|
||
179
Shopify
SHOP
$203B
| – | – |
-1,680
|
|
||
|
QQQH
180
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$357M
| – | – |
-4,350
|
|
||
|
KL
181
DELISTED
Kirkland Lake Gold Ltd Ordinary
KL
| – | – |
-9,300
|
|