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
76
$278K 0.28%
+2,585
77
$274K 0.27%
5,715
-144
78
$268K 0.27%
5,601
79
$267K 0.27%
5,508
+4
80
$266K 0.27%
4,430
-460
81
$263K 0.26%
+675
82
$261K 0.26%
+3,110
83
$256K 0.26%
5,850
84
$251K 0.25%
8,155
85
$251K 0.25%
2,050
86
$248K 0.25%
870
-300
87
$244K 0.24%
3,976
+122
88
$241K 0.24%
4,914
+300
89
$236K 0.24%
4,246
+100
90
$234K 0.23%
+2,200
91
$233K 0.23%
10,489
92
$227K 0.23%
7,601
-136
93
$225K 0.23%
1,732
94
$222K 0.22%
+750
95
$222K 0.22%
1,180
-4,500
96
$219K 0.22%
7,633
-705
97
$219K 0.22%
3,900
98
$214K 0.21%
+661
99
$213K 0.21%
3,245
-340
100
$213K 0.21%
+3,180
1 2 3
4
5