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
$235M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.59M
3
+$2.56M
4
MCD icon
McDonald's
MCD
+$2.49M
5
BAC icon
Bank of America
BAC
+$2.05M

Top Sells

1
+$4.25M
2
+$2.47M
3
+$2.38M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$2.36M
5
NSSC icon
Napco Security Technologies
NSSC
+$1.7M

Sector Composition

1 Technology 22.95%
2 Financials 17.91%
3 Industrials 13.76%
4 Communication Services 7.69%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
200
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620
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205
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+450
105
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150
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340
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300
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479
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300
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$16K 0.01%
188
-29,051
111
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$15K 0.01%
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700
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$14K 0.01%
375
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116
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$11K ﹤0.01%
65
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$11K ﹤0.01%
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$11K ﹤0.01%
150
120
$11K ﹤0.01%
150
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$10K ﹤0.01%
80
-50
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$10K ﹤0.01%
100
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$10K ﹤0.01%
300
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$10K ﹤0.01%
411
125
$10K ﹤0.01%
300
3 4
5
6 7