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
$116M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$952K
3
+$694K
4
CLX icon
Clorox
CLX
+$567K
5
SRE icon
Sempra
SRE
+$515K

Top Sells

1
+$311K
2
+$303K
3
+$276K
4
MDT icon
Medtronic
MDT
+$265K
5
KSS icon
Kohl's
KSS
+$238K

Sector Composition

1 Financials 13.6%
2 Technology 5.68%
3 Energy 3.04%
4 Consumer Staples 2.29%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$861K 0.74%
20,598
+366
27
$804K 0.69%
5,558
+300
28
$789K 0.68%
9,475
-1,120
29
$749K 0.65%
20,106
+3,432
30
$701K 0.6%
15,142
-69
31
$672K 0.58%
98,701
+6,362
32
$621K 0.54%
6,200
+200
33
$618K 0.53%
4,473
34
$583K 0.5%
5,098
+401
35
$570K 0.49%
11,966
+5,983
36
$567K 0.49%
+3,770
37
$543K 0.47%
1,855
-44
38
$517K 0.45%
6,572
-555
39
$515K 0.44%
+9,060
40
$513K 0.44%
+28,900
41
$470K 0.41%
1,759
-218
42
$468K 0.4%
10,177
43
$465K 0.4%
25,500
-2,597
44
$459K 0.4%
3,242
-231
45
$458K 0.4%
3,533
+36
46
$456K 0.39%
+37,250
47
$429K 0.37%
9,079
+225
48
$423K 0.36%
2,777
49
$419K 0.36%
1,783
+44
50
$411K 0.35%
13,941
-1,744
1
2
3 4 5