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
$313M
AUM Growth
-$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.2M
3
+$6.34M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$6.25M
5
CWEN.A icon
Clearway Energy Class A
CWEN.A
+$3.78M

Top Sells

1
+$8.68M
2
+$7.42M
3
+$7.35M
4
MSFT icon
Microsoft
MSFT
+$6.28M
5
CP icon
Canadian Pacific Kansas City
CP
+$5.46M

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
– –
-188
202
$0 ﹤0.01%
+4
203
– –
-81
204
– –
-200
205
– –
-500
206
– –
-47
5 6 7 8
9