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
$101M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$3.05M
3
+$482K
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$286K
5
GLD icon
SPDR Gold Trust
GLD
+$268K

Top Sells

1
+$2.79M
2
+$913K
3
+$822K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$452K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$430K

Sector Composition

1 Financials 14.45%
2 Technology 5.83%
3 Energy 3.2%
4 Consumer Staples 2.88%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.39%
6,539
+2,009
52
$391K 0.39%
14,427
-2,217
53
$390K 0.38%
8,151
-951
54
$374K 0.37%
2,602
-67
55
$373K 0.37%
1,527
-22
56
$364K 0.36%
14,524
+3,949
57
$354K 0.35%
4,540
-488
58
$337K 0.33%
2,729
-86
59
$337K 0.33%
927
-75
60
$316K 0.31%
3,620
+1
61
$311K 0.31%
1,170
62
$303K 0.3%
10,464
+2
63
$302K 0.3%
6,000
+1,000
64
$297K 0.29%
11,751
-110,338
65
$292K 0.29%
5,400
+100
66
$286K 0.28%
+10,170
67
$278K 0.27%
5,078
+12
68
$270K 0.27%
4,927
-1,180
69
$268K 0.26%
+2,011
70
$261K 0.26%
4,989
-68
71
$259K 0.26%
1,792
-15
72
$257K 0.25%
1,100
73
$256K 0.25%
2,991
74
$254K 0.25%
2,275
-170
75
$253K 0.25%
5,601
-4,760
1 2
3
4 5