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
126
$10K ﹤0.01%
130
127
$10K ﹤0.01%
150
-157
128
$10K ﹤0.01%
300
129
$10K ﹤0.01%
+411
130
$9K ﹤0.01%
150
131
$8K ﹤0.01%
330
132
$8K ﹤0.01%
300
133
$7K ﹤0.01%
150
134
$7K ﹤0.01%
+172
135
$6K ﹤0.01%
+179
136
$6K ﹤0.01%
175
137
$5K ﹤0.01%
233
138
$5K ﹤0.01%
200
139
$5K ﹤0.01%
220
140
$4K ﹤0.01%
25
141
$4K ﹤0.01%
38
142
$4K ﹤0.01%
221
143
$3K ﹤0.01%
40
144
$2K ﹤0.01%
40
145
$2K ﹤0.01%
29
146
$2K ﹤0.01%
121
147
$1K ﹤0.01%
11
148
$1K ﹤0.01%
75
-35
149
– –
-10
150
– –
-100
3 4 5
6
7