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
$99.7M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$895K
3
+$829K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$515K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$421K

Top Sells

1
+$2.98M
2
+$2.12M
3
+$847K
4
CVX icon
Chevron
CVX
+$390K
5
AXP icon
American Express
AXP
+$333K

Sector Composition

1 Technology 8.51%
2 Financials 4.82%
3 Consumer Staples 3.71%
4 Consumer Discretionary 2.81%
5 Energy 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.45%
1,527
52
$439K 0.44%
3,644
-958
53
$424K 0.43%
2,931
+673
54
$421K 0.42%
2,050
+15
55
$409K 0.41%
1,256
+309
56
$403K 0.4%
6,574
+20
57
$391K 0.39%
1,323
+10
58
$389K 0.39%
2,787
+511
59
$389K 0.39%
7,348
-25
60
$389K 0.39%
3,035
+70
61
$385K 0.39%
5,312
-1,494
62
$385K 0.39%
4,001
-140
63
$377K 0.38%
10,717
+1
64
$357K 0.36%
2,565
-62
65
$356K 0.36%
14,225
-1,200
66
$355K 0.36%
9,324
-783
67
$340K 0.34%
11,504
-822
68
$338K 0.34%
4,188
69
$334K 0.33%
4,475
+11
70
$325K 0.33%
3,473
+1
71
$307K 0.31%
5,540
+533
72
$305K 0.31%
6,050
73
$302K 0.3%
10,291
+121
74
$284K 0.28%
3,034
+43
75
$281K 0.28%
3,497
-845
1 2
3
4 5