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
$163M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$625K
3
+$494K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$484K
5
CHW
Calamos Global Dynamic Income Fund
CHW
+$454K

Top Sells

1
+$48.5M
2
+$820K
3
+$347K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$333K
5
AMZN icon
Amazon
AMZN
+$251K

Sector Composition

1 Technology 9.67%
2 Financials 5.08%
3 Consumer Discretionary 3.41%
4 Consumer Staples 2.84%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.35%
6,442
+539
52
$555K 0.34%
8,714
-502
53
$544K 0.33%
10,910
-905
54
$541K 0.33%
11,253
+600
55
$536K 0.33%
17,460
+160
56
$536K 0.33%
1,528
-25
57
$532K 0.33%
2,937
+66
58
$532K 0.33%
19,520
+7,900
59
$513K 0.32%
4,265
+639
60
$508K 0.31%
2,373
+55
61
$505K 0.31%
10,995
+160
62
$494K 0.3%
+24,988
63
$488K 0.3%
1,420
+266
64
$471K 0.29%
3,977
65
$466K 0.29%
25,175
+9,550
66
$448K 0.28%
+19,645
67
$447K 0.27%
+6,454
68
$446K 0.27%
5,359
+24
69
$445K 0.27%
2,524
-549
70
$443K 0.27%
1,621
-601
71
$442K 0.27%
6,922
+606
72
$435K 0.27%
+53,075
73
$417K 0.26%
6,630
+17
74
$407K 0.25%
27,100
75
$407K 0.25%
2,036
+490
1 2
3
4 5