TWMP

Taylor Wealth Management Partners Portfolio holdings

AUM $176M
1-Year Est. Return 14.65%
This Fund
S&P 500
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
+$4.15M
2
+$2.5M
3
+$1.49M
4
EVFM
Evofem Biosciences, Inc. Common Stock
EVFM
+$1.46M
5
MRCY icon
Mercury Systems
MRCY
+$1.46M

Top Sells

1
+$4.25M
2
+$1.34M
3
+$96.7K
4
TRHC
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
+$83.4K
5
TFC icon
Truist Financial
TFC
+$68K

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%
321
102
$10K ﹤0.01%
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103
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100
104
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300
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500
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$9K ﹤0.01%
300
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$9K ﹤0.01%
32
+1
108
$9K ﹤0.01%
411
109
$8K ﹤0.01%
80
110
$8K ﹤0.01%
200
111
$8K ﹤0.01%
330
112
$7K ﹤0.01%
179
113
$7K ﹤0.01%
1,000
114
$7K ﹤0.01%
83
115
$7K ﹤0.01%
172
116
$6K ﹤0.01%
233
117
$6K ﹤0.01%
332
-332
118
$5K ﹤0.01%
25
119
$5K ﹤0.01%
113
120
$5K ﹤0.01%
38
121
$4K ﹤0.01%
200
122
$4K ﹤0.01%
75
123
$3K ﹤0.01%
29
124
$3K ﹤0.01%
40
125
$3K ﹤0.01%
121
2 3 4
5
6