TMWM
Taylor & Morgan Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+6.85%
1 Year Return
+15.03%
3 Year Return
+68.39%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+5.6%)
Cap. Flow
-$572K
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
64.48%
Holding
66
New
2
Increased
20
Reduced
36
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$428K |
| 2 |
AT&T
T
|
$278K |
| 3 |
Visa
V
|
$204K |
| 4 |
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
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Communication Services | 3.71% |
| 3 | Consumer Discretionary | 3.51% |
| 4 | Financials | 1.67% |
| 5 | Industrials | 1.64% |
