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
101
– –
-3,138
102
– –
-1,792
103
– –
-9,877
104
– –
-22,971
105
– –
-29,038
1 2 3 4
5