TMWM
Taylor & Morgan Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
-16.53%
1 Year Return
+15.03%
3 Year Return
+68.39%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-14%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
69
New
6
Increased
36
Reduced
19
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
$2.31M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.26M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$848K |
| 4 |
Invesco QQQ Trust
QQQ
|
$771K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$612K |
Top Sells
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Communication Services | 4.76% |
| 3 | Consumer Discretionary | 3.91% |
| 4 | Utilities | 1.62% |
| 5 | Industrials | 1.41% |
