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
$116M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$952K
3
+$694K
4
CLX icon
Clorox
CLX
+$567K
5
SRE icon
Sempra
SRE
+$515K

Top Sells

1
+$311K
2
+$303K
3
+$276K
4
MDT icon
Medtronic
MDT
+$265K
5
KSS icon
Kohl's
KSS
+$238K

Sector Composition

1 Financials 13.6%
2 Technology 5.68%
3 Energy 3.04%
4 Consumer Staples 2.29%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,748
102
– –
-6,364
103
– –
-6,200
104
– –
-2,472
1 2 3 4
5