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
$171M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$849K
3
+$547K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$406K
5
JPM icon
JPMorgan Chase
JPM
+$347K

Top Sells

1
+$779K
2
+$570K
3
+$553K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$456K
5
IBM icon
IBM
IBM
+$337K

Sector Composition

1 Technology 9.19%
2 Financials 5.92%
3 Consumer Discretionary 3.62%
4 Consumer Staples 2.29%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.16%
+9,250
102
$275K 0.16%
+3,098
103
$274K 0.16%
3,751
104
$274K 0.16%
5,192
105
$274K 0.16%
1,466
106
$272K 0.16%
521
-110
107
$267K 0.16%
2,263
+4
108
$266K 0.16%
2,140
-390
109
$265K 0.15%
+2,426
110
$264K 0.15%
18,699
+16,817
111
$263K 0.15%
5,465
-40
112
$262K 0.15%
710
113
$262K 0.15%
1,539
+200
114
$261K 0.15%
1,153
+78
115
$258K 0.15%
4,430
+4
116
$256K 0.15%
2,249
117
$253K 0.15%
2,807
+134
118
$252K 0.15%
+3,825
119
$251K 0.15%
2,000
+25
120
$246K 0.14%
18,440
+1,760
121
$244K 0.14%
7,161
122
$243K 0.14%
4,399
-164
123
$242K 0.14%
1,091
-20
124
$241K 0.14%
4,862
125
$240K 0.14%
1,633
+73
2 3 4
5
6