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
126
$2K ﹤0.01%
40
127
$1K ﹤0.01%
15
128
$1K ﹤0.01%
25
129
$1K ﹤0.01%
11
130
$0 ﹤0.01%
64
131
-1,100