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
$190M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$711K
3
+$662K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$635K
5
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$557K

Top Sells

1
+$653K
2
+$301K
3
+$278K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$271K
5
TDOC icon
Teladoc Health
TDOC
+$261K

Sector Composition

1 Technology 12.72%
2 Financials 6.35%
3 Consumer Discretionary 3.1%
4 Consumer Staples 2.28%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.73%
29,315
+2,573
27
$1.28M 0.67%
22,975
28
$1.23M 0.64%
9,199
+107
29
$1.06M 0.56%
10,451
+925
30
$1.05M 0.55%
4,084
+206
31
$1.03M 0.54%
51,500
+3,870
32
$1.01M 0.53%
5,605
-450
33
$975K 0.51%
16,558
+2,460
34
$913K 0.48%
3,528
+27
35
$912K 0.48%
5,570
-23
36
$891K 0.47%
1,196
+425
37
$859K 0.45%
16,340
+5,505
38
$816K 0.43%
26,908
+405
39
$802K 0.42%
46,855
40
$784K 0.41%
5,111
+1,983
41
$760K 0.4%
8,877
+2,214
42
$758K 0.4%
19,447
-45
43
$744K 0.39%
4,587
+54
44
$714K 0.38%
5,100
+87
45
$702K 0.37%
15,085
+7,900
46
$681K 0.36%
2,873
+113
47
$680K 0.36%
3,105
-83
48
$649K 0.34%
19,720
+500
49
$639K 0.34%
3,856
+412
50
$636K 0.33%
4,066
-62
1
2
3 4 5