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
$221M
AUM Growth
-$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.21M
3
+$2.65M
4
PYPL icon
PayPal
PYPL
+$2.03M
5
CYRX icon
CryoPort
CYRX
+$1.85M

Top Sells

1
+$9.39M
2
+$4.41M
3
+$3.94M
4
GE icon
GE Aerospace
GE
+$2.9M
5
TYL icon
Tyler Technologies
TYL
+$207K

Sector Composition

1 Technology 23.59%
2 Financials 14.05%
3 Industrials 13.22%
4 Real Estate 7.47%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.12%
1,831
52
$248K 0.11%
8,600
53
$227K 0.1%
2,600
54
$202K 0.09%
1,900
55
$200K 0.09%
1,510
56
$198K 0.09%
4,600
57
$193K 0.09%
1,497
58
$187K 0.08%
2,321
-5
59
$182K 0.08%
918
60
$180K 0.08%
2,946
61
$174K 0.08%
8,102
-200
62
$171K 0.08%
3,645
63
$154K 0.07%
1,075
64
$153K 0.07%
1,490
65
$129K 0.06%
2,325
66
$128K 0.06%
1,550
67
$124K 0.06%
3,000
68
$122K 0.06%
950
69
$117K 0.05%
1,000
70
$117K 0.05%
2,000
71
$111K 0.05%
1,500
72
$104K 0.05%
750
73
$98K 0.04%
1,271
74
$98K 0.04%
900
75
$96K 0.04%
3,376
1 2
3
4 5