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
$223M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5.11M
3
+$5.03M
4
RMP
Rice Midstream Partners LP
RMP
+$4.78M
5
HCSG icon
Healthcare Services Group
HCSG
+$4.67M

Top Sells

1
+$7.44M
2
+$6.62M
3
+$5.72M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$5.66M
5
DM
Dominion Energy Midstream Ptr LP
DM
+$4.53M

Sector Composition

1 Technology 20.3%
2 Energy 13.88%
3 Consumer Discretionary 11.46%
4 Industrials 8.44%
5 Real Estate 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$0 ﹤0.01%
64
152
– –
-50
153
– –
-4,500
154
– –
-91,313
155
– –
-200
3 4 5 6
7