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
101
$36K 0.02%
250
102
$25K 0.01%
163
103
$24K 0.01%
620
104
$23K 0.01%
205
-225
105
$22K 0.01%
660
106
$22K 0.01%
500
107
$21K 0.01%
400
108
$21K 0.01%
200
109
$20K 0.01%
1,800
-2,500
110
$20K 0.01%
340
111
$20K 0.01%
150
112
$17K 0.01%
225
-58,345
113
$16K 0.01%
275
114
$16K 0.01%
300
115
$15K 0.01%
479
116
$15K 0.01%
500
117
$14K 0.01%
450
118
$14K 0.01%
100
-67,058
119
$14K 0.01%
150
120
$13K 0.01%
300
121
$13K 0.01%
700
122
$13K 0.01%
52
123
$12K 0.01%
250
124
$11K 0.01%
65
125
$11K 0.01%
900
3 4
5
6 7