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
$190M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$711K
3
+$662K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$635K
5
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$557K

Top Sells

1
+$653K
2
+$301K
3
+$278K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$271K
5
TDOC icon
Teladoc Health
TDOC
+$261K

Sector Composition

1 Technology 12.72%
2 Financials 6.35%
3 Consumer Discretionary 3.1%
4 Consumer Staples 2.28%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$619K 0.33%
14,607
+3,122
52
$618K 0.32%
11,642
-143
53
$610K 0.32%
8,100
+4,830
54
$596K 0.31%
26,800
55
$595K 0.31%
8,780
-1,600
56
$590K 0.31%
1,509
+7
57
$581K 0.31%
6,072
+132
58
$576K 0.3%
7,796
+1
59
$569K 0.3%
38,250
+6,300
60
$567K 0.3%
2,474
-50
61
$564K 0.3%
8,910
62
$558K 0.29%
1,415
63
$557K 0.29%
+5,630
64
$541K 0.28%
1,595
+44
65
$538K 0.28%
6,193
66
$511K 0.27%
24,890
+1,890
67
$509K 0.27%
4,656
+1,370
68
$492K 0.26%
2,903
69
$492K 0.26%
3,978
70
$491K 0.26%
27,253
+1,308
71
$478K 0.25%
55,268
+1,074
72
$470K 0.25%
10,173
+48
73
$438K 0.23%
8,105
+2,335
74
$428K 0.22%
9,201
+804
75
$425K 0.22%
8,185
+1,415
1 2
3
4 5