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
$232M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.39M
3
+$5.37M
4
ULTA icon
Ulta Beauty
ULTA
+$2.89M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.73M

Top Sells

1
+$3.69M
2
+$3.4M
3
+$2.37M
4
SUN icon
Sunoco
SUN
+$2.09M
5
OPPE
WisdomTree European Opportunities Fund
OPPE
+$1.94M

Sector Composition

1 Energy 26.25%
2 Technology 22.82%
3 Consumer Discretionary 10.58%
4 Healthcare 5.96%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$15K 0.01%
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25
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124
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38
125
$3K ﹤0.01%
82
-2,743
3 4
5
6 7