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
76
$273K 0.25%
5,007
+351
77
$271K 0.25%
4,890
-188
78
$268K 0.25%
2,276
+1
79
$255K 0.23%
2,991
80
$253K 0.23%
2,050
81
$251K 0.23%
5,601
82
$248K 0.23%
5,504
+504
83
$244K 0.22%
1,454
+98
84
$240K 0.22%
7,821
+299
85
$238K 0.22%
8,155
86
$237K 0.22%
5,850
87
$233K 0.21%
1,000
-100
88
$233K 0.21%
3,854
+337
89
$230K 0.21%
3,585
+120
90
$228K 0.21%
8,338
-6,089
91
$226K 0.21%
+4,614
92
$224K 0.21%
+7,737
93
$220K 0.2%
5,680
+365
94
$219K 0.2%
10,489
95
$209K 0.19%
3,900
-270
96
$206K 0.19%
+1,732
97
$185K 0.17%
4,146
-843
98
$162K 0.15%
+17,686
99
$110K 0.1%
10,000
100
$99K 0.09%
10,000
1 2 3
4
5