TWMP
Taylor Wealth Management Partners Portfolio holdings
AUM
$176M
1-Year Return
14.65%
This Quarter Return
+8.37%
1 Year Return
-14.65%
3 Year Return
+61.88%
5 Year Return
+170.69%
10 Year Return
–
AUM
$232M
AUM Growth
+$24.7M
(+12%)
Cap. Flow
+$13.9M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
47.98%
Holding
177
New
19
Increased
27
Reduced
35
Closed
28
Top Buys
| 1 |
CYNO
Cynosure, Inc. Class A
CYNO
|
$5.84M |
| 2 |
Skyworks Solutions
SWKS
|
$5.39M |
| 3 |
CyberArk
CYBR
|
$5.37M |
| 4 |
Ulta Beauty
ULTA
|
$2.89M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$2.73M |
Top Sells
| 1 |
Delek Logistics
DKL
|
$3.69M |
| 2 |
PSG
Performance Sports Group Ltd.
PSG
|
$3.4M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.37M |
| 4 |
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% |
