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
$216M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.55M
3
+$4.65M
4
PYPL icon
PayPal
PYPL
+$4.18M
5
KEY icon
KeyCorp
KEY
+$4.03M

Top Sells

1
+$8.53M
2
+$7.12M
3
+$6.47M
4
XOXO
Xo Group Inc
XOXO
+$5.19M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$4.19M

Sector Composition

1 Technology 21.82%
2 Industrials 12.65%
3 Financials 8.29%
4 Consumer Discretionary 7.2%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
75
+25
152
$1K ﹤0.01%
5
-26
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$1K ﹤0.01%
33
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154
$1K ﹤0.01%
11
155
– –
-51
156
– –
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$0 ﹤0.01%
64
158
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159
$0 ﹤0.01%
+18
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$0 ﹤0.01%
250
161
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162
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-475
164
– –
-25
3 4 5 6
7