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
$142M
AUM Growth
-$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.24M
3 +$300K
4
ET icon
Energy Transfer Partners
ET
+$299K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$288K

Top Sells

1 +$3.85M
2 +$1.56M
3 +$994K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$822K
5
AMZN icon
Amazon
AMZN
+$776K

Sector Composition

1 Technology 13.19%
2 Consumer Discretionary 3.36%
3 Communication Services 3.32%
4 Financials 1.05%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,335