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
126
$261K 0.14%
3,470
+761
127
$257K 0.14%
2,185
+4
128
$255K 0.13%
2,228
-22
129
$251K 0.13%
+495
130
$247K 0.13%
+2,334
131
$247K 0.13%
2,397
+3
132
$246K 0.13%
+4,279
133
$245K 0.13%
+393
134
$244K 0.13%
17,320
-100
135
$244K 0.13%
621
136
$241K 0.13%
4,862
137
$239K 0.13%
1,640
+130
138
$239K 0.13%
3,047
-579
139
$238K 0.13%
3,465
-1,200
140
$238K 0.13%
1,795
+11
141
$236K 0.12%
6,500
142
$235K 0.12%
+3,232
143
$235K 0.12%
5,455
-107
144
$228K 0.12%
4,500
-1,600
145
$224K 0.12%
+3,550
146
$220K 0.12%
747
+12
147
$218K 0.11%
575
+5
148
$218K 0.11%
+1,940
149
$218K 0.11%
+3,005
150
$213K 0.11%
+861
3 4 5
6
7