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
$201M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$1.56M
3
+$1.29M
4
OTRK
Ontrak
OTRK
+$833K
5
ROKU icon
Roku
ROKU
+$528K

Top Sells

1
+$1.39M
2
+$304K
3
+$265K
4
MCD icon
McDonald's
MCD
+$197K
5
TFC icon
Truist Financial
TFC
+$172K

Sector Composition

1 Technology 28.33%
2 Industrials 21.76%
3 Financials 12.17%
4 Healthcare 9.05%
5 Real Estate 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
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