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
$221M
AUM Growth
-$3K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.21M
3
+$2.65M
4
PYPL icon
PayPal
PYPL
+$2.03M
5
CYRX icon
CryoPort
CYRX
+$1.85M

Top Sells

1
+$9.39M
2
+$4.41M
3
+$3.94M
4
GE icon
GE Aerospace
GE
+$2.9M
5
TYL icon
Tyler Technologies
TYL
+$207K

Sector Composition

1 Technology 23.59%
2 Financials 14.05%
3 Industrials 13.22%
4 Real Estate 7.47%
5 Consumer Discretionary 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$92K 0.04%
4,000
-6,057
77
$92K 0.04%
2,872
-190
78
$91K 0.04%
431
79
$89K 0.04%
1,985
80
$89K 0.04%
1,325
81
$89K 0.04%
1,950
82
$88K 0.04%
1,975
83
$86K 0.04%
600
84
$86K 0.04%
4,000
-6,057
85
$83K 0.04%
30,000
86
$82K 0.04%
900
87
$80K 0.04%
1,238
88
$79K 0.04%
2,622
89
$74K 0.03%
600
90
$74K 0.03%
1,600
91
$68K 0.03%
2,600
-15
92
$66K 0.03%
2,600
93
$63K 0.03%
2,400
94
$50K 0.02%
1,035
95
$50K 0.02%
4,000
-15,000
96
$45K 0.02%
533
97
$44K 0.02%
288
98
$41K 0.02%
1,350
99
$39K 0.02%
450
100
$36K 0.02%
650
-425
2 3
4
5 6