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
$232M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.39M
3
+$5.37M
4
ULTA icon
Ulta Beauty
ULTA
+$2.89M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.73M

Top Sells

1
+$3.69M
2
+$3.4M
3
+$2.37M
4
SUN icon
Sunoco
SUN
+$2.09M
5
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.94M

Sector Composition

1 Energy 26.25%
2 Technology 22.82%
3 Consumer Discretionary 10.58%
4 Healthcare 5.96%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.05%
1,181
52
$120K 0.05%
1,750
53
$116K 0.05%
4,500
-830
54
$114K 0.05%
584
-51
55
$108K 0.05%
1,724
-176
56
$104K 0.04%
1,920
57
$94K 0.04%
1,325
58
$92K 0.04%
+820
59
$88K 0.04%
1,000
60
$86K 0.04%
1,300
61
$85K 0.04%
2,000
62
$82K 0.04%
2,693
+111
63
$81K 0.03%
785
64
$80K 0.03%
1,150
65
$80K 0.03%
900
66
$76K 0.03%
30,000
67
$75K 0.03%
600
68
$73K 0.03%
+2,600
69
$65K 0.03%
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70
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600
71
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2,400
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72
$61K 0.03%
1,238
73
$61K 0.03%
407
74
$59K 0.03%
773
75
$55K 0.02%
2,633
-206
1 2
3
4 5