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
51
$455 0.4%
3,357
+12
52
$450 0.4%
29,100
53
$448 0.39%
10,361
-1,635
54
$438 0.39%
1,808
-355
55
$406 0.36%
7,567
+1,384
56
$402 0.35%
4,306
57
$401 0.35%
12,321
+3
58
$394 0.35%
3,660
+38
59
$383 0.34%
1,549
+47
60
$382 0.34%
1,002
+135
61
$377 0.33%
5,028
62
$373 0.33%
3,131
-1,175
63
$371 0.33%
2,669
-25
64
$347 0.31%
7,395
-138
65
$333 0.29%
4,188
66
$332 0.29%
3,650
-400
67
$330 0.29%
6,107
+437
68
$314 0.28%
1,807
+30
69
$312 0.28%
5,300
-120
70
$310 0.27%
1,860
-30
71
$310 0.27%
+3,619
72
$308 0.27%
2,815
+143
73
$308 0.27%
2,495
-41
74
$303 0.27%
1,170
75
$299 0.26%
5,065
+50
1 2
3
4