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
$171M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$849K
3
+$547K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$406K
5
JPM icon
JPMorgan Chase
JPM
+$347K

Top Sells

1
+$779K
2
+$570K
3
+$553K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$456K
5
IBM icon
IBM
IBM
+$337K

Sector Composition

1 Technology 9.19%
2 Financials 5.92%
3 Consumer Discretionary 3.62%
4 Consumer Staples 2.29%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.71%
23,275
27
$1.18M 0.69%
9,083
-249
28
$1.15M 0.67%
25,690
+600
29
$1.13M 0.66%
24,927
+2,036
30
$986K 0.58%
9,406
+61
31
$942K 0.55%
5,605
-25
32
$849K 0.5%
44,130
33
$831K 0.49%
5,457
+2,277
34
$824K 0.48%
21,470
-341
35
$817K 0.48%
3,208
+835
36
$817K 0.48%
4,034
+190
37
$816K 0.48%
46,955
-500
38
$814K 0.48%
12,180
39
$803K 0.47%
25,520
+2,233
40
$789K 0.46%
14,126
-5,615
41
$774K 0.45%
30,826
-18,164
42
$768K 0.45%
3,450
+240
43
$760K 0.44%
3,944
+400
44
$743K 0.43%
11,614
+704
45
$669K 0.39%
4,442
+373
46
$666K 0.39%
4,919
-5,757
47
$655K 0.38%
4,320
-501
48
$628K 0.37%
26,800
49
$594K 0.35%
19,020
-500
50
$591K 0.35%
8,910
+196
1
2
3 4 5