TWM
Titus Wealth Management Portfolio holdings
AUM
$200M
This Quarter Return
+5.15%
1 Year Return
-10.68%
3 Year Return
+26.59%
5 Year Return
–
10 Year Return
–
AUM
$88.6M
AUM Growth
–
Cap. Flow
+$87.7M
Cap. Flow
% of AUM
99.07%
Top 10 Holdings %
Top 10 Hldgs %
58.07%
Holding
76
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core High Dividend ETF
HDV
|
$13.5M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.02M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$5.83M |
| 4 |
Microsoft
MSFT
|
$5.03M |
| 5 |
Invesco QQQ Trust
QQQ
|
$4.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.33% |
| 2 | Financials | 8.66% |
| 3 | Energy | 4.4% |
| 4 | Consumer Staples | 3.37% |
| 5 | Communication Services | 1.66% |
