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
$225M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.78M
3
+$1.5M
4
MRCY icon
Mercury Systems
MRCY
+$1.44M
5
SSTI icon
SoundThinking
SSTI
+$1.22M

Top Sells

1
+$3.96M
2
+$1.19M
3
+$109K
4
TYL icon
Tyler Technologies
TYL
+$95.5K
5
TFC icon
Truist Financial
TFC
+$64.6K

Sector Composition

1 Technology 27.44%
2 Financials 18.57%
3 Industrials 15.11%
4 Healthcare 6.31%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$40K 0.02%
1,500
77
$33K 0.01%
660
78
$32K 0.01%
163
79
$32K 0.01%
2,552
80
$31K 0.01%
225
81
$25K 0.01%
200
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$25K 0.01%
318
83
$24K 0.01%
500
84
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442
85
$21K 0.01%
+500
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$21K 0.01%
275
87
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300
88
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85
89
$19K 0.01%
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90
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80
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50
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93
$14K 0.01%
375
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700
95
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65
96
$12K 0.01%
150
97
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300
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$12K 0.01%
700
99
$11K ﹤0.01%
+27
100
$11K ﹤0.01%
321
2 3
4
5 6