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
$222M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$940K
3
+$907K
4
JNJ icon
Johnson & Johnson
JNJ
+$789K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$579K

Top Sells

1
+$359K
2
+$356K
3
+$296K
4
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$245K
5
CLIX icon
ProShares Long Online/Short Stores ETF
CLIX
+$238K

Sector Composition

1 Technology 13.27%
2 Financials 5.82%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.01%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.87%
3,388
+180
27
$1.91M 0.86%
3,997
-28
28
$1.77M 0.8%
10,844
+5,744
29
$1.66M 0.75%
51,957
-736
30
$1.48M 0.67%
12,634
+2,183
31
$1.39M 0.63%
22,721
+6,163
32
$1.35M 0.61%
22,905
-70
33
$1.27M 0.57%
3,600
+72
34
$1.23M 0.55%
20,812
+15,357
35
$1.21M 0.55%
9,138
-61
36
$1.15M 0.52%
5,605
37
$1.11M 0.5%
6,508
+4,615
38
$1.04M 0.47%
35,490
+10,600
39
$980K 0.44%
1,231
+35
40
$929K 0.42%
16,410
+70
41
$916K 0.41%
50,278
+12,028
42
$911K 0.41%
24,620
+4,900
43
$893K 0.4%
44,200
-7,300
44
$879K 0.4%
5,118
+7
45
$877K 0.4%
28,060
+12,975
46
$859K 0.39%
27,548
+640
47
$837K 0.38%
5,283
-287
48
$798K 0.36%
44,965
-1,890
49
$775K 0.35%
4,615
+549
50
$758K 0.34%
1,509
1
2
3 4 5