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
$274M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.31M
3
+$5.41M
4
DFS
Discover Financial Services
DFS
+$5.33M
5
WDC icon
Western Digital
WDC
+$2.47M

Top Sells

1
+$5.19M
2
+$3.99M
3
+$3.18M
4
PFE icon
Pfizer
PFE
+$2.96M
5
WLDN icon
Willdan Group
WLDN
+$1.16M

Sector Composition

1 Technology 29.49%
2 Healthcare 16.7%
3 Financials 15.4%
4 Industrials 13.36%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$573K 0.21%
64,982
+229
52
$494K 0.18%
6,415
+637
53
$340K 0.12%
5,263
+1,556
54
$299K 0.11%
1,393
+30
55
$289K 0.11%
11,705
+680
56
$287K 0.1%
1,178
+225
57
$278K 0.1%
609
-28
58
$255K 0.09%
757
+244
59
$234K 0.09%
3,290
-585
60
$233K 0.09%
+1,497
61
$183K 0.07%
13,131
-3,002
62
$158K 0.06%
10,151
63
$29K 0.01%
43,928
-75
1 2
3