TMWM
Taylor & Morgan Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
-4.83%
1 Year Return
+15.03%
3 Year Return
+68.39%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-4.7%)
Cap. Flow
+$2.37M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
63.45%
Holding
68
New
2
Increased
18
Reduced
35
Closed
4
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.97M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.83M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$861K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$583K |
Top Sells
| 1 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
$1.04M |
| 2 |
Enphase Energy
ENPH
|
$803K |
| 3 |
SolarEdge
SEDG
|
$789K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$787K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$741K |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Consumer Discretionary | 4.12% |
| 3 | Communication Services | 3.8% |
| 4 | Financials | 1.75% |
| 5 | Utilities | 1.61% |
