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
$117K
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.93K
2
+$1.99K
3
+$711
4
AMZN icon
Amazon
AMZN
+$515
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$489

Top Sells

1
+$517K
2
+$409K
3
+$327K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$230K
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$228K

Sector Composition

1 Energy 16.97%
2 Financials 12.43%
3 Technology 4.35%
4 Consumer Staples 2.4%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,769
102
– –
-1,484
103
– –
-11,847
1 2 3 4
5