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
$235M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.59M
3
+$2.56M
4
MCD icon
McDonald's
MCD
+$2.49M
5
BAC icon
Bank of America
BAC
+$2.05M

Top Sells

1
+$4.25M
2
+$2.47M
3
+$2.38M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$2.36M
5
NSSC icon
Napco Security Technologies
NSSC
+$1.7M

Sector Composition

1 Technology 22.95%
2 Financials 17.91%
3 Industrials 13.76%
4 Communication Services 7.69%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
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152
– –
-150
153
– –
-221
154
– –
-220
155
– –
-900
156
– –
-250
3 4 5 6
7