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
$109M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.08M
3
+$909K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$785K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$733K

Top Sells

1
+$8.44M
2
+$3.05M
3
+$1.37M
4
CAT icon
Caterpillar
CAT
+$428K
5
CVX icon
Chevron
CVX
+$339K

Sector Composition

1 Technology 6.43%
2 Financials 5.9%
3 Consumer Staples 3.05%
4 Energy 2.48%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.37%
7,373
+65
52
$402K 0.37%
6,554
+15
53
$386K 0.35%
15,425
+901
54
$385K 0.35%
+4,141
55
$383K 0.35%
+2,984
56
$367K 0.34%
10,107
-1,131
57
$362K 0.33%
2,035
+975
58
$361K 0.33%
947
+20
59
$358K 0.33%
+1,313
60
$354K 0.32%
2,627
+25
61
$352K 0.32%
12,326
+575
62
$338K 0.31%
+4,188
63
$333K 0.3%
2,815
+86
64
$332K 0.3%
1,527
65
$329K 0.3%
4,342
-198
66
$327K 0.3%
+4,464
67
$323K 0.3%
5,300
-100
68
$317K 0.29%
2,965
+360
69
$315K 0.29%
1,170
70
$313K 0.29%
10,716
+252
71
$308K 0.28%
3,472
-148
72
$305K 0.28%
6,050
+50
73
$294K 0.27%
2,258
+794
74
$289K 0.26%
5,859
+932
75
$284K 0.26%
10,170
1 2
3
4 5