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
$184M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$371K
3
+$365K
4
PFFD icon
Global X US Preferred ETF
PFFD
+$345K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$343K

Top Sells

1
+$2.78M
2
+$774K
3
+$544K
4
SBUX icon
Starbucks
SBUX
+$265K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$258K

Sector Composition

1 Technology 9.87%
2 Financials 6.26%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.28%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.33%
1,502
-26
52
$590K 0.32%
8,910
53
$582K 0.32%
10,835
-200
54
$572K 0.31%
6,663
+166
55
$572K 0.31%
5,940
+1,970
56
$567K 0.31%
7,795
+494
57
$557K 0.3%
1,415
58
$539K 0.29%
1,551
+15
59
$537K 0.29%
25,945
+1,000
60
$533K 0.29%
771
-25
61
$510K 0.28%
2,903
-49
62
$507K 0.27%
3,978
+477
63
$502K 0.27%
31,950
+5,000
64
$497K 0.27%
6,511
-93
65
$484K 0.26%
3,128
+1,495
66
$482K 0.26%
54,194
-65
67
$482K 0.26%
6,193
-200
68
$476K 0.26%
10,125
-876
69
$474K 0.26%
11,485
+36
70
$460K 0.25%
27,100
71
$460K 0.25%
23,000
+4,560
72
$449K 0.24%
7,185
+3,360
73
$413K 0.22%
2,492
+207
74
$406K 0.22%
18,951
+1,896
75
$405K 0.22%
1,390
+151
1 2
3
4 5