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
101
$324K 0.17%
1,452
+9
102
$322K 0.17%
1,771
+339
103
$316K 0.17%
934
-25
104
$312K 0.16%
1,625
+125
105
$305K 0.16%
1,893
+13
106
$298K 0.16%
9,615
+1,576
107
$298K 0.16%
977
+25
108
$297K 0.16%
486
-5
109
$296K 0.16%
18,100
-9,000
110
$295K 0.16%
+6,085
111
$292K 0.15%
1,516
+33
112
$290K 0.15%
+7,084
113
$288K 0.15%
9,452
-1
114
$285K 0.15%
+2,586
115
$283K 0.15%
822
+12
116
$283K 0.15%
10,985
-2,200
117
$282K 0.15%
+2,604
118
$280K 0.15%
10,936
+15
119
$275K 0.14%
11,700
+2,300
120
$274K 0.14%
2,060
+40
121
$272K 0.14%
4,660
-480
122
$269K 0.14%
5,137
+45
123
$269K 0.14%
4,582
+181
124
$266K 0.14%
2,825
+18
125
$266K 0.14%
2,050
+150
3 4
5
6 7