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
$106M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$278K
3
+$204K
4
IYR icon
iShares US Real Estate ETF
IYR
+$200K
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$182K

Top Sells

1
+$389K
2
+$294K
3
+$286K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$230K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$137K

Sector Composition

1 Technology 11.25%
2 Communication Services 3.71%
3 Consumer Discretionary 3.51%
4 Financials 1.67%
5 Industrials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.34%
9,647
-104
52
$272K 0.26%
3,862
-5,523
53
$259K 0.24%
1,352
+18
54
$250K 0.24%
5,280
+231
55
$247K 0.23%
772
56
$241K 0.23%
973
-79
57
$224K 0.21%
1,737
58
$214K 0.2%
2,205
-617
59
$204K 0.19%
+980
60
$202K 0.19%
6,603
-210
61
$200K 0.19%
+2,376
62
$190K 0.18%
77,035
63
$119K 0.11%
11,465
64
$85.3K 0.08%
25,760
+770
65
$19.6K 0.02%
6
66
$13.8K 0.01%
867
1 2
3