TWMP

Taylor Wealth Management Partners Portfolio holdings

AUM $176M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
-14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.31M
3
+$5.41M
4
DFS
Discover Financial Services
DFS
+$5.33M
5
WDC icon
Western Digital
WDC
+$2.47M

Top Sells

1
+$5.19M
2
+$3.99M
3
+$3.18M
4
PFE icon
Pfizer
PFE
+$2.96M
5
WLDN icon
Willdan Group
WLDN
+$1.16M

Sector Composition

1 Technology 29.49%
2 Healthcare 16.7%
3 Financials 15.4%
4 Industrials 13.36%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.53%
29,613
-1,021
27
$4.17M 1.52%
101,695
-28,275
28
$3.69M 1.34%
90,369
+1,099
29
$3.65M 1.33%
104,140
-5,543
30
$3.63M 1.33%
87,201
-1,740
31
$3.59M 1.31%
43,746
+637
32
$3.46M 1.26%
15,413
-103
33
$3.32M 1.21%
164,861
-1,433
34
$3.01M 1.1%
136,649
+999
35
$3M 1.09%
38,839
-4,174
36
$2.98M 1.09%
71,818
-9,777
37
$2.88M 1.05%
70,637
+6,316
38
$2.83M 1.03%
10,202
+365
39
$2.66M 0.97%
908
-33
40
$2.47M 0.9%
+48,951
41
$2.23M 0.81%
101,724
-3,355
42
$2.13M 0.78%
67,505
-1,045
43
$2.08M 0.76%
305,535
-1,945
44
$1.85M 0.68%
51,201
-81,793
45
$1.46M 0.53%
29,979
+705
46
$1.38M 0.5%
+103,711
47
$1.01M 0.37%
+9,354
48
$982K 0.36%
20,147
-8,408
49
$954K 0.35%
36,361
+12,522
50
$787K 0.29%
149,355
+512
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