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
$207M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$3.85M
3
+$3.72M
4
PRMW
Primo Water Corporation
PRMW
+$2.54M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.49M

Top Sells

1
+$7.58M
2
+$6.27M
3
+$6.17M
4
ENLC
ENLINK MIDSTREAM, LLC
ENLC
+$5.17M
5
MPLX icon
MPLX
MPLX
+$5.08M

Sector Composition

1 Energy 28.15%
2 Technology 18.29%
3 Consumer Discretionary 9.77%
4 Real Estate 5.37%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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640
-10
77
$51K 0.02%
1,600
-157,420
78
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407
79
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81
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350
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239
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600
87
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300
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229
2 3
4
5 6