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
$319M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$14.1M
3 +$12.7M
4
TYL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$5K ﹤0.01%
+38
152
$4K ﹤0.01%
+49
153
$4K ﹤0.01%
+25
154
$4K ﹤0.01%
+109
155
$4K ﹤0.01%
+57
156
$4K ﹤0.01%
+21
157
$3K ﹤0.01%
+55
158
$3K ﹤0.01%
+287
159
$3K ﹤0.01%
+121
160
$2K ﹤0.01%
+112
161
$2K ﹤0.01%
+250
162
$2K ﹤0.01%
+100
163
$1K ﹤0.01%
+150
164
$1K ﹤0.01%
+28
165
$1K ﹤0.01%
+81
166
$0 ﹤0.01%
+47