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
76
$422K 0.22%
39,600
+7,400
77
$420K 0.22%
5,514
-997
78
$406K 0.21%
4,882
+8
79
$401K 0.21%
19,326
+375
80
$401K 0.21%
1,530
+140
81
$400K 0.21%
6,445
+12
82
$399K 0.21%
2,427
-65
83
$399K 0.21%
4,854
-1
84
$397K 0.21%
19,431
+2,757
85
$396K 0.21%
18,374
+582
86
$391K 0.21%
+1,235
87
$388K 0.2%
9,300
88
$369K 0.19%
6,168
89
$366K 0.19%
4,469
+1
90
$359K 0.19%
1,373
+688
91
$357K 0.19%
2,781
+81
92
$356K 0.19%
20,745
-630
93
$347K 0.18%
6,323
+473
94
$345K 0.18%
2,580
+160
95
$339K 0.18%
3,475
-25
96
$338K 0.18%
1,466
97
$331K 0.17%
4,800
98
$327K 0.17%
4,551
99
$325K 0.17%
1,938
+45
100
$325K 0.17%
10,814
2 3
4
5 6