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
$113K
AUM Growth
-$3.71K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.26K
2
+$935
3
+$816
4
BND icon
Vanguard Total Bond Market
BND
+$507
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$378

Top Sells

1
+$1.52M
2
+$578
3
+$489
4
QQQ icon
Invesco QQQ Trust
QQQ
+$363
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$360

Sector Composition

1 Financials 12.71%
2 Technology 5.25%
3 Energy 2.93%
4 Consumer Staples 2.59%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901 0.79%
29,955
-500
27
$878 0.77%
109,692
-1,000
28
$859 0.76%
28,800
+1,945
29
$837 0.74%
20,761
+161
30
$771 0.68%
5,716
+58
31
$757 0.67%
20,698
+3,824
32
$727 0.64%
3,788
+374
33
$671 0.59%
22,105
+12,455
34
$636 0.56%
4,547
+37
35
$616 0.54%
100,828
+7,545
36
$614 0.54%
5,208
+63
37
$610 0.54%
10,165
+2,165
38
$576 0.51%
3,592
-128
39
$570 0.5%
9,060
40
$559 0.49%
4,999
-306
41
$535 0.47%
14,961
+3,566
42
$509 0.45%
1,790
-78
43
$507 0.45%
+6,248
44
$498 0.44%
27,100
45
$490 0.43%
38,250
+1,000
46
$489 0.43%
9,102
+82
47
$486 0.43%
7,255
+995
48
$482 0.42%
25,500
49
$466 0.41%
1,794
+75
50
$458 0.4%
16,644
+6,791
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