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
101
$352K 0.16%
4,800
102
$346K 0.16%
1,837
+307
103
$345K 0.16%
6,076
+1,797
104
$341K 0.15%
4,601
+50
105
$336K 0.15%
1,625
106
$336K 0.15%
1,552
+100
107
$334K 0.15%
2,469
-135
108
$334K 0.15%
6,320
+235
109
$333K 0.15%
11,075
+261
110
$328K 0.15%
967
-10
111
$324K 0.15%
2,240
+180
112
$321K 0.14%
5,417
+280
113
$321K 0.14%
635
+140
114
$318K 0.14%
1,945
+7
115
$315K 0.14%
16,603
-10,650
116
$296K 0.13%
+1,955
117
$291K 0.13%
2,487
-99
118
$289K 0.13%
+7,554
119
$283K 0.13%
2,190
+5
120
$278K 0.13%
3,262
+30
121
$277K 0.12%
9,100
-352
122
$275K 0.12%
1,990
-60
123
$272K 0.12%
764
-58
124
$271K 0.12%
3,792
+242
125
$269K 0.12%
1,430
-86
3 4
5
6 7