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
101
$242K 0.17%
10,031
-107
102
$240K 0.17%
+3,037
103
$236K 0.17%
1,653
+63
104
$225K 0.16%
810
+20
105
$221K 0.16%
+3,148
106
$218K 0.16%
2,354
-489
107
$217K 0.15%
4,360
-554
108
$216K 0.15%
15,500
-4,000
109
$212K 0.15%
+1,275
110
$209K 0.15%
+7,628
111
$209K 0.15%
+1,187
112
$206K 0.15%
425
-105
113
$179K 0.13%
14,500
114
$148K 0.11%
13,500
-10,000
115
$142K 0.1%
10,489
116
$137K 0.1%
17,250
+2,000
117
$130K 0.09%
4,184
118
$106K 0.08%
15,920
-1,000
119
– –
-4,198
120
– –
-4,400
121
– –
-9,095
122
– –
-6,000
1 2 3 4
5