TMWM
Taylor & Morgan Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+7.84%
1 Year Return
+15.03%
3 Year Return
+68.39%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.32%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.35% |
| 2 | Communication Services | 4.59% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Utilities | 1.67% |
| 5 | Industrials | 1.57% |
