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
$88.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.02M
3
+$5.83M
4
MSFT icon
Microsoft
MSFT
+$5.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.33%
2 Financials 8.66%
3 Energy 4.4%
4 Consumer Staples 3.37%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$667K 0.75%
+73,492
27
$660K 0.75%
+23,943
28
$630K 0.71%
+4,235
29
$542K 0.61%
+5,040
30
$522K 0.59%
+4,755
31
$514K 0.58%
+1,913
32
$491K 0.55%
+9,182
33
$487K 0.55%
+1,984
34
$477K 0.54%
+16,245
35
$474K 0.54%
+2,414
36
$456K 0.51%
+10,177
37
$453K 0.51%
+15,395
38
$451K 0.51%
+5,396
39
$401K 0.45%
+2,793
40
$393K 0.44%
+2,225
41
$368K 0.42%
+7,777
42
$336K 0.38%
+1,524
43
$331K 0.37%
+6,300
44
$314K 0.35%
+4,805
45
$313K 0.35%
+4,645
46
$308K 0.35%
+6,705
47
$306K 0.35%
+3,143
48
$296K 0.33%
+6,410
49
$295K 0.33%
+2,177
50
$295K 0.33%
+23,805
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