TWMP
Taylor Wealth Management Partners Portfolio holdings
AUM
$176M
This Quarter Return
+4.86%
1 Year Return
-14.65%
3 Year Return
+61.88%
5 Year Return
+170.69%
10 Year Return
–
AUM
$319M
AUM Growth
–
Cap. Flow
+$319M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
176
New
176
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
DM
Dominion Energy Midstream Ptr LP
DM
|
$14.1M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$14.1M |
| 3 |
Apple
AAPL
|
$12.7M |
| 4 |
Tyler Technologies
TYL
|
$12.7M |
| 5 |
TEP
Tallgrass Energy Partners, LP
TEP
|
$11.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 35.69% |
| 2 | Technology | 12.99% |
| 3 | Real Estate | 5.01% |
| 4 | Industrials | 4.82% |
| 5 | Utilities | 4.75% |
