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
$184M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$734K
2
+$371K
3
+$365K
4
PFFD icon
Global X US Preferred ETF
PFFD
+$345K
5
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$343K

Top Sells

1
+$2.78M
2
+$774K
3
+$544K
4
SBUX icon
Starbucks
SBUX
+$265K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$258K

Sector Composition

1 Technology 9.87%
2 Financials 6.26%
3 Consumer Discretionary 3.36%
4 Consumer Staples 2.28%
5 Healthcare 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.14%
+8,039
127
$253K 0.14%
+2,020
128
$251K 0.14%
4,401
+2
129
$251K 0.14%
2,394
+39
130
$250K 0.14%
1,784
+160
131
$247K 0.13%
3,270
-481
132
$242K 0.13%
6,500
-661
133
$241K 0.13%
4,862
134
$236K 0.13%
3,982
+342
135
$233K 0.13%
2,518
-580
136
$233K 0.13%
+5,610
137
$230K 0.12%
+3,235
138
$230K 0.12%
+952
139
$223K 0.12%
1,510
140
$220K 0.12%
+1,005
141
$218K 0.12%
5,562
+14
142
$216K 0.12%
+570
143
$212K 0.11%
735
-81
144
$211K 0.11%
2,709
-183
145
$205K 0.11%
+933
146
$204K 0.11%
2,887
-39
147
$204K 0.11%
+2,528
148
$203K 0.11%
+1,639
149
$194K 0.11%
10,489
150
$65K 0.04%
+10,300
3 4 5
6
7