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
76
$404K 0.25%
3,180
-447
77
$403K 0.25%
826
-54
78
$402K 0.25%
4,207
-55
79
$401K 0.25%
6,193
-701
80
$390K 0.24%
+9,450
81
$360K 0.22%
4,343
+155
82
$348K 0.21%
11,477
+1,446
83
$348K 0.21%
4,862
+8
84
$347K 0.21%
15,986
+1,463
85
$344K 0.21%
5,400
86
$342K 0.21%
5,818
+328
87
$341K 0.21%
631
-69
88
$335K 0.21%
6,600
89
$334K 0.21%
26,950
-1,000
90
$305K 0.19%
3,324
+176
91
$300K 0.18%
10,606
+143
92
$296K 0.18%
3,560
-690
93
$295K 0.18%
+5,505
94
$289K 0.18%
+2,530
95
$285K 0.18%
5,192
-349
96
$282K 0.17%
+2,725
97
$275K 0.17%
3,751
98
$272K 0.17%
6,075
-273
99
$271K 0.17%
1,238
-178
100
$266K 0.16%
3,413
+376
2 3
4
5 6