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
$173M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.46M
3
+$939K
4
CHAC.U
Chardan Healthcare Acquisition Corp.
CHAC.U
+$515K
5
GBT
Global Blood Therapeutics, Inc.
GBT
+$107K

Top Sells

1
+$4.24M
2
+$4.09M
3
+$3.08M
4
SCHW icon
Charles Schwab
SCHW
+$3.03M
5
FRC
First Republic Bank
FRC
+$3.01M

Sector Composition

1 Technology 28.22%
2 Industrials 22.57%
3 Financials 12.22%
4 Healthcare 10.62%
5 Real Estate 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.04%
1,000
52
$67K 0.04%
208
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53
$58K 0.03%
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54
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55
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-1,000
56
$42K 0.02%
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57
$40K 0.02%
2,000
58
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59
$34K 0.02%
1,900
-1,700
60
$34K 0.02%
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61
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610
62
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63
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65
$19K 0.01%
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67
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$13K 0.01%
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75
$12K 0.01%
100
1 2
3
4 5