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
$133M
AUM Growth
-$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$284K
3
+$263K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$258K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$95K

Top Sells

1
+$258K
2
+$249K
3
+$221K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$213K
5
MGM icon
MGM Resorts International
MGM
+$212K

Sector Composition

1 Technology 11.77%
2 Communication Services 3.12%
3 Consumer Discretionary 2.83%
4 Financials 0.96%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$827K 0.62%
2,869
-50
27
$823K 0.62%
14,400
-1,865
28
$813K 0.61%
25,125
+71
29
$764K 0.58%
4,605
+33
30
$763K 0.58%
12,705
+237
31
$725K 0.55%
7,250
+5,000
32
$693K 0.52%
5,374
-164
33
$692K 0.52%
9,418
-354
34
$651K 0.49%
1,804
35
$593K 0.45%
3,056
-274
36
$592K 0.45%
7,557
37
$585K 0.44%
12,898
+20
38
$584K 0.44%
13,362
+260
39
$572K 0.43%
2,770
-166
40
$550K 0.41%
5,695
41
$523K 0.39%
7,385
-226
42
$433K 0.33%
5,488
+39
43
$429K 0.32%
2,301
-44
44
$350K 0.26%
1,352
-67
45
$343K 0.26%
632
46
$337K 0.25%
7,722
+12
47
$332K 0.25%
7,082
-2,256
48
$325K 0.24%
632
-23
49
$322K 0.24%
6,365
-3,882
50
$319K 0.24%
861
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