TMWM

Taylor & Morgan Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$785K
2
+$771K
3
+$416K
4
NFLX icon
Netflix
NFLX
+$248K
5
GE icon
GE Aerospace
GE
+$244K

Top Sells

1
+$289K
2
+$213K
3
+$208K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$116K
5
AAPL icon
Apple
AAPL
+$70.6K

Sector Composition

1 Technology 12.96%
2 Communication Services 3.18%
3 Consumer Discretionary 2.95%
4 Financials 0.79%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$945K 0.64%
3,099
+230
27
$820K 0.55%
7,322
+72
28
$801K 0.54%
14,086
-314
29
$766K 0.52%
1,804
30
$757K 0.51%
12,914
+209
31
$747K 0.5%
24,282
-843
32
$721K 0.49%
5,405
+31
33
$709K 0.48%
4,643
+38
34
$673K 0.45%
9,145
-273
35
$648K 0.44%
5,120
-420
36
$645K 0.44%
13,378
+16
37
$626K 0.42%
3,056
38
$603K 0.41%
7,557
39
$577K 0.39%
5,695
40
$563K 0.38%
13,011
+113
41
$495K 0.33%
7,130
-255
42
$451K 0.3%
11,052
+76
43
$449K 0.3%
2,301
44
$435K 0.29%
1,369
+17
45
$433K 0.29%
7,082
46
$419K 0.28%
632
47
$416K 0.28%
+7,658
48
$393K 0.27%
7,994
+272
49
$372K 0.25%
848
-13
50
$358K 0.24%
630
-2
1
2
3