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
$216M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.55M
3
+$4.65M
4
PYPL icon
PayPal
PYPL
+$4.18M
5
KEY icon
KeyCorp
KEY
+$4.03M

Top Sells

1
+$8.53M
2
+$7.12M
3
+$6.47M
4
XOXO
Xo Group Inc
XOXO
+$5.19M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$4.19M

Sector Composition

1 Technology 21.82%
2 Industrials 12.65%
3 Financials 8.29%
4 Consumer Discretionary 7.2%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$91K 0.04%
1,000
77
$91K 0.04%
1,325
78
$90K 0.04%
750
79
$88K 0.04%
568
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80
$88K 0.04%
1,271
81
$87K 0.04%
2,988
-143,883
82
$86K 0.04%
600
-49
83
$80K 0.04%
1,375
-875
84
$80K 0.04%
441
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85
$78K 0.04%
900
86
$75K 0.03%
1,238
87
$75K 0.03%
2,802
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88
$70K 0.03%
600
89
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2,450
90
$63K 0.03%
1,600
91
$61K 0.03%
1,250
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92
$53K 0.02%
2,100
93
$52K 0.02%
4,300
94
$49K 0.02%
430
95
$45K 0.02%
2,400
96
$41K 0.02%
1,200
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97
$41K 0.02%
533
98
$41K 0.02%
1,420
-84,134
99
$39K 0.02%
450
100
$39K 0.02%
525
2 3
4
5 6