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
51
$293K 0.33%
+21,303
52
$293K 0.33%
+8,600
53
$287K 0.32%
+5,983
54
$287K 0.32%
+2,748
55
$273K 0.31%
+8,307
56
$268K 0.3%
+2,491
57
$252K 0.28%
+1,484
58
$246K 0.28%
+3,049
59
$245K 0.28%
+1,314
60
$244K 0.28%
+3,587
61
$242K 0.27%
+8,173
62
$241K 0.27%
+4,530
63
$228K 0.26%
+1,834
64
$226K 0.26%
+2,239
65
$224K 0.25%
+1,957
66
$224K 0.25%
+1,860
67
$224K 0.25%
+6,364
68
$214K 0.24%
+7,368
69
$212K 0.24%
+10,350
70
$209K 0.24%
+2,472
71
$201K 0.23%
+14,036
72
$201K 0.23%
+2,445
73
$165K 0.19%
+16,235
1 2
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