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
$224M
AUM Growth
+$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.1M
3
+$1.48M
4
SSTI icon
SoundThinking
SSTI
+$555K
5
C icon
Citigroup
C
+$398K

Top Sells

1
+$3.07M
2
+$2.43M
3
+$1.96M
4
WES
Western Gas Partners Lp
WES
+$1.69M
5
ULTA icon
Ulta Beauty
ULTA
+$1.15M

Sector Composition

1 Technology 22.9%
2 Industrials 15.66%
3 Financials 14.9%
4 Real Estate 7.33%
5 Healthcare 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,000
152
– –
-275
153
$0 ﹤0.01%
64
154
– –
-4,000
155
– –
-4,000
3 4 5 6
7