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
51
$529K 0.38%
2,808
+51
52
$525K 0.37%
21,063
+1,247
53
$521K 0.37%
5,903
+217
54
$502K 0.36%
3,710
+62
55
$497K 0.35%
10,653
-477
56
$486K 0.35%
5,765
+715
57
$484K 0.35%
3,073
-111
58
$484K 0.35%
1,553
+25
59
$478K 0.34%
+3,345
60
$442K 0.32%
+5,335
61
$422K 0.3%
3,626
-784
62
$413K 0.29%
6,613
+13
63
$412K 0.29%
6,894
+601
64
$402K 0.29%
10,835
+260
65
$392K 0.28%
7,205
+1,125
66
$389K 0.28%
4,262
-158
67
$384K 0.27%
3,977
+1
68
$383K 0.27%
2,318
+110
69
$365K 0.26%
6,316
+336
70
$364K 0.26%
27,100
71
$356K 0.25%
2,871
-26
72
$355K 0.25%
1,154
-8
73
$350K 0.25%
700
+29
74
$349K 0.25%
3,627
-372
75
$348K 0.25%
4,188
1 2
3
4 5