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
$140M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$738K
3
+$522K
4
TSLA icon
Tesla
TSLA
+$478K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$442K

Top Sells

1
+$1.26M
2
+$547K
3
+$522K
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$456K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$370K

Sector Composition

1 Technology 10.31%
2 Financials 4.52%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.27%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.77%
3,031
+61
27
$1.07M 0.76%
6,265
-58
28
$907K 0.65%
150,927
+12,225
29
$875K 0.62%
4,064
+565
30
$870K 0.62%
47,455
+350
31
$865K 0.62%
2,582
+66
32
$826K 0.59%
5,620
-380
33
$820K 0.59%
10,088
+6,425
34
$808K 0.58%
5,426
+255
35
$765K 0.55%
10,626
-646
36
$765K 0.55%
23,364
-2,249
37
$754K 0.54%
21,659
+653
38
$745K 0.53%
3,544
39
$718K 0.51%
19,688
+1,402
40
$711K 0.51%
4,012
-552
41
$709K 0.51%
20,780
-2,000
42
$662K 0.47%
42,630
+2,830
43
$643K 0.46%
10,715
-8,700
44
$620K 0.44%
18,051
-38
45
$612K 0.44%
11,815
+2,337
46
$582K 0.42%
2,222
+91
47
$562K 0.4%
26,800
+500
48
$554K 0.4%
4,690
+626
49
$545K 0.39%
9,216
50
$531K 0.38%
17,300
+3,913
1
2
3 4 5