TMWM
Taylor & Morgan Wealth Management Portfolio holdings
AUM
$148M
This Quarter Return
+12.73%
1 Year Return
+15.03%
3 Year Return
+68.39%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+13%)
Cap. Flow
+$846K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
68.93%
Holding
66
New
8
Increased
25
Reduced
28
Closed
3
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$918K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$688K |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$423K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$263K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$246K |
Top Sells
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$950K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$934K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$263K |
| 4 |
Vanguard Health Care ETF
VHT
|
$206K |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$157K |
Sector Composition
| 1 | Technology | 13.14% |
| 2 | Communication Services | 3.26% |
| 3 | Consumer Discretionary | 3.19% |
| 4 | Financials | 1.44% |
| 5 | Industrials | 0.96% |
