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
151
– –
-2,471
152
– –
-994
153
– –
-30,826
154
– –
-16,308
155
– –
-2,426
156
– –
-4,430
157
– –
-1,091
3 4 5 6
7