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
$250M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$6.65M
3
+$4.62M
4
UA icon
Under Armour Class C
UA
+$2.99M
5
PG icon
Procter & Gamble
PG
+$2.17M

Top Sells

1
+$4.1M
2
+$1.15M
3
+$831K
4
ULTA icon
Ulta Beauty
ULTA
+$659K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$605K

Sector Composition

1 Energy 26.45%
2 Technology 19.46%
3 Consumer Discretionary 11.64%
4 Real Estate 7.01%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
229
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$17K 0.01%
150
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300
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425
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900
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450
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+31
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65
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$10K ﹤0.01%
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15
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25
125
$3K ﹤0.01%
43
+1
2 3 4
5
6