TMWM

Taylor & Morgan Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 17.89%
This Quarter Est. Return
1 Year Est. Return
+17.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.58M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
SEDG icon
SolarEdge
SEDG
+$924K

Top Sells

1
+$4.31M
2
+$633K
3
+$512K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$425K
5
WMT icon
Walmart
WMT
+$296K

Sector Composition

1 Technology 13.68%
2 Communication Services 4.78%
3 Consumer Discretionary 4.67%
4 Industrials 1.82%
5 Utilities 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.84%
2,478
+323
27
$1M 0.82%
6,314
-2,674
28
$996K 0.81%
25,162
-465
29
$980K 0.8%
21,699
-228
30
$933K 0.76%
8,068
+2,201
31
$929K 0.76%
2,038
+193
32
$928K 0.76%
8,271
+1,861
33
$924K 0.76%
+2,866
34
$801K 0.66%
10,075
-1,459
35
$777K 0.64%
+3,853
36
$770K 0.63%
20,082
+529
37
$739K 0.6%
17,630
-1,470
38
$708K 0.58%
3,826
-67
39
$702K 0.57%
5,121
+3,403
40
$624K 0.51%
3,523
-141
41
$597K 0.49%
3,680
-195
42
$583K 0.48%
5,445
-2,145
43
$581K 0.48%
5,555
+12
44
$578K 0.47%
3,199
+700
45
$574K 0.47%
10,982
+110
46
$545K 0.45%
3,376
-278
47
$465K 0.38%
1,676
48
$389K 0.32%
5,231
+34
49
$373K 0.31%
731
50
$336K 0.27%
9,237
+4
1
2
3