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
76
$339K 0.24%
+1,546
77
$335K 0.24%
6,600
+2,000
78
$333K 0.24%
6,450
-1,830
79
$327K 0.23%
5,490
+928
80
$325K 0.23%
+880
81
$321K 0.23%
1,092
+140
82
$318K 0.23%
4,340
+540
83
$313K 0.22%
14,523
+93
84
$311K 0.22%
4,854
+8
85
$311K 0.22%
27,950
-11,800
86
$301K 0.21%
+22,280
87
$288K 0.21%
5,400
88
$287K 0.2%
+15,625
89
$283K 0.2%
1,416
+158
90
$280K 0.2%
4,250
-228
91
$274K 0.2%
5,541
+1
92
$271K 0.19%
10,463
93
$266K 0.19%
2,249
+177
94
$261K 0.19%
1,766
+530
95
$261K 0.19%
680
96
$256K 0.18%
3,751
-730
97
$254K 0.18%
11,620
+1,500
98
$250K 0.18%
6,348
-1,484
99
$243K 0.17%
+4,817
100
$243K 0.17%
2,198
+100
1 2 3
4
5