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
$319M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$14.1M
3
+$12.7M
4
TYL icon
Tyler Technologies
TYL
+$12.7M
5
TEP
Tallgrass Energy Partners, LP
TEP
+$11.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 35.69%
2 Technology 12.99%
3 Real Estate 5.01%
4 Industrials 4.82%
5 Utilities 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51K 0.02%
+1,056
77
$49K 0.02%
+1,200
78
$47K 0.01%
+2,400
79
$47K 0.01%
+434
80
$42K 0.01%
+600
81
$42K 0.01%
+400
82
$39K 0.01%
+500
83
$39K 0.01%
+200
84
$39K 0.01%
+600
85
$37K 0.01%
+1,107
86
$35K 0.01%
+250
87
$33K 0.01%
+325
88
$31K 0.01%
+1,000
89
$30K 0.01%
+859
90
$30K 0.01%
+1,204
91
$28K 0.01%
+200
92
$27K 0.01%
+325
93
$27K 0.01%
+800
94
$26K 0.01%
+176
95
$26K 0.01%
+400
96
$25K 0.01%
+409
97
$25K 0.01%
+237
98
$25K 0.01%
+200
99
$25K 0.01%
+900
100
$24K 0.01%
+400
2 3
4
5 6