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
51
$409K 0.35%
6,800
-180
52
$407K 0.35%
+5,192
53
$406K 0.35%
4,176
54
$405K 0.35%
1,524
55
$396K 0.34%
6,600
56
$391K 0.34%
1,051
+49
57
$385K 0.33%
1,860
+360
58
$372K 0.32%
4,763
-201
59
$360K 0.31%
14,200
-3,832
60
$348K 0.3%
7,524
+269
61
$340K 0.29%
6,602
62
$339K 0.29%
+2,950
63
$327K 0.28%
11,847
+357
64
$313K 0.27%
1,777
-666
65
$312K 0.27%
2,464
+250
66
$308K 0.27%
2,634
+118
67
$299K 0.26%
1,817
-9
68
$293K 0.25%
5,416
69
$290K 0.25%
2,722
70
$283K 0.24%
7,660
-442
71
$274K 0.24%
+1,035
72
$274K 0.24%
+3,103
73
$274K 0.24%
5,140
-1,153
74
$272K 0.23%
5,587
-260
75
$268K 0.23%
5,010
-378
1 2
3
4 5