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
$313M
AUM Growth
-$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$7.51M
3
+$6.37M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$6.17M
5
SHLX
Shell Midstream Partners, L.P.
SHLX
+$3.54M

Top Sells

1
+$9.68M
2
+$6.96M
3
+$6.78M
4
MSFT icon
Microsoft
MSFT
+$6.04M
5
CP icon
Canadian Pacific Kansas City
CP
+$4.83M

Sector Composition

1 Energy 33.34%
2 Technology 12.37%
3 Real Estate 4.68%
4 Healthcare 4.67%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-49
202
– –
-287
203
– –
-112
204
– –
-477
205
– –
-109
206
– –
-47
5 6 7 8
9