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
126
$265K 0.12%
1,940
127
$263K 0.12%
437
-49
128
$263K 0.12%
2,347
-50
129
$261K 0.12%
4,650
+68
130
$260K 0.12%
10,400
-1,300
131
$260K 0.12%
+1,421
132
$259K 0.12%
677
+102
133
$259K 0.12%
747
134
$256K 0.12%
728
135
$252K 0.11%
+6,451
136
$251K 0.11%
2,198
-30
137
$251K 0.11%
2,702
-123
138
$250K 0.11%
+4,249
139
$250K 0.11%
1,595
-45
140
$249K 0.11%
3,255
-215
141
$248K 0.11%
6,460
-40
142
$248K 0.11%
9,635
-1,350
143
$243K 0.11%
+4,350
144
$242K 0.11%
+826
145
$241K 0.11%
651
+30
146
$241K 0.11%
+1,302
147
$240K 0.11%
4,870
+8
148
$239K 0.11%
2,204
-130
149
$237K 0.11%
4,575
-85
150
$233K 0.1%
+679
4 5
6
7 8