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

Top Buys

1
+$13.2M
2
+$12.9M
3
+$12.4M
4
TYL icon
Tyler Technologies
TYL
+$12M
5
WES icon
Western Midstream Partners
WES
+$11M

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 Communication Services 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+49
152
$4K ﹤0.01%
+25
153
$4K ﹤0.01%
+57
154
$4K ﹤0.01%
+109
155
$4K ﹤0.01%
+21
156
$3K ﹤0.01%
+121
157
$3K ﹤0.01%
+55
158
$3K ﹤0.01%
+287
159
$2K ﹤0.01%
+112
160
$2K ﹤0.01%
+250
161
$2K ﹤0.01%
+100
162
$1K ﹤0.01%
+150
163
$1K ﹤0.01%
+28
164
$1K ﹤0.01%
+81
165
$0 ﹤0.01%
+47
3 4 5 6
7