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
$280M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.02M
3
+$2.4M
4
CRM icon
Salesforce
CRM
+$999K
5
JPM icon
JPMorgan Chase
JPM
+$744K

Top Sells

1
+$2.5M
2
+$1.78M
3
+$758K
4
EVFM
Evofem Biosciences, Inc. Common Stock
EVFM
+$574K
5
PYPL icon
PayPal
PYPL
+$518K

Sector Composition

1 Technology 31.69%
2 Financials 16.48%
3 Industrials 14.84%
4 Healthcare 14.54%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 1.53%
17,810
+2,010
27
$3.88M 1.38%
92,672
+1,793
28
$3.77M 1.34%
39,491
+2,308
29
$3.64M 1.3%
100,167
-2,623
30
$3.57M 1.27%
87,654
+2,245
31
$3.56M 1.27%
45,893
+1,944
32
$3.42M 1.22%
32,905
+2,731
33
$3.4M 1.21%
95,540
-3,840
34
$3.26M 1.16%
11,439
+940
35
$3.05M 1.09%
116,206
-4,510
36
$3.02M 1.08%
+35,002
37
$2.67M 0.95%
56,216
-37,460
38
$2.48M 0.89%
75,015
+2,330
39
$2.4M 0.86%
164,116
-2,205
40
$2.4M 0.86%
+70,851
41
$2.33M 0.83%
94,697
-6,851
42
$2.13M 0.76%
125,214
-9,310
43
$1.95M 0.69%
66,968
+686
44
$1.79M 0.64%
30,609
+1,035
45
$1.74M 0.62%
20,368
-465
46
$1.71M 0.61%
296,235
-4,470
47
$1.63M 0.58%
64,051
-6,519
48
$1.41M 0.5%
33,075
-6,615
49
$1M 0.36%
103,281
-2,615
50
$999K 0.36%
+3,682
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