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
$222M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$940K
3
+$907K
4
JNJ icon
Johnson & Johnson
JNJ
+$789K
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$579K

Top Sells

1
+$359K
2
+$356K
3
+$296K
4
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
+$245K
5
CLIX icon
ProShares Long Online/Short Stores ETF
CLIX
+$238K

Sector Composition

1 Technology 13.27%
2 Financials 5.82%
3 Consumer Discretionary 3.22%
4 Consumer Staples 3.01%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$511K 0.23%
3,376
+2,141
77
$487K 0.22%
3,978
78
$485K 0.22%
26,117
+6,686
79
$472K 0.21%
3,001
+220
80
$468K 0.21%
14,230
+4,615
81
$466K 0.21%
9,657
-516
82
$457K 0.21%
7,870
-910
83
$454K 0.2%
4,889
+7
84
$441K 0.2%
7,368
+1,200
85
$424K 0.19%
5,130
-384
86
$423K 0.19%
2,728
-175
87
$409K 0.18%
7,375
-810
88
$405K 0.18%
1,466
89
$404K 0.18%
7,779
-326
90
$403K 0.18%
6,461
+16
91
$396K 0.18%
4,877
+23
92
$390K 0.18%
9,300
93
$388K 0.17%
2,270
-157
94
$384K 0.17%
4,750
+281
95
$382K 0.17%
19,848
+522
96
$380K 0.17%
5,999
-324
97
$376K 0.17%
8,468
+1,384
98
$375K 0.17%
3,648
+173
99
$374K 0.17%
2,580
100
$360K 0.16%
17,327
+7
2 3
4
5 6