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
$225M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$2.78M
3
+$1.5M
4
MRCY icon
Mercury Systems
MRCY
+$1.44M
5
SSTI icon
SoundThinking
SSTI
+$1.22M

Top Sells

1
+$3.96M
2
+$1.19M
3
+$109K
4
TYL icon
Tyler Technologies
TYL
+$95.5K
5
TFC icon
Truist Financial
TFC
+$64.6K

Sector Composition

1 Technology 27.44%
2 Financials 18.57%
3 Industrials 15.11%
4 Healthcare 6.31%
5 Real Estate 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K ﹤0.01%
300
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$10K ﹤0.01%
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500
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$9K ﹤0.01%
300
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32
+1
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$9K ﹤0.01%
411
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$8K ﹤0.01%
80
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$8K ﹤0.01%
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$8K ﹤0.01%
330
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$7K ﹤0.01%
83
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1,000
115
$7K ﹤0.01%
172
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$6K ﹤0.01%
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117
$6K ﹤0.01%
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-332
118
$5K ﹤0.01%
25
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$5K ﹤0.01%
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$5K ﹤0.01%
38
121
$4K ﹤0.01%
200
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$4K ﹤0.01%
75
123
$3K ﹤0.01%
29
124
$3K ﹤0.01%
40
125
$3K ﹤0.01%
121
2 3 4
5
6