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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
$221M
AUM Growth
+$4.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$2.17M
3
+$1.61M
4
DKL icon
Delek Logistics
DKL
+$730K
5
NSSC icon
Napco Security Technologies
NSSC
+$357K

Top Sells

1
+$7.43M
2
+$4.56M
3
+$2.17M
4
ELLI
Ellie Mae Inc
ELLI
+$2.12M
5
PRMW
Primo Water Corporation
PRMW
+$1.4M

Sector Composition

1 Technology 21.83%
2 Industrials 12.89%
3 Financials 12.14%
4 Energy 7.41%
5 Real Estate 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
– –
-289
154
$0 ﹤0.01%
64
155
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-75
156
– –
-5
157
– –
-33
158
– –
-150
159
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-18
160
– –
-162,975
161
$0 ﹤0.01%
250
162
– –
-300
3 4 5 6
7