TMWM

Taylor & Morgan Wealth Management Portfolio holdings

AUM $178M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
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 +$1.99M
2 +$1.25M
3 +$304K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$292K
5
ET icon
Energy Transfer Partners
ET
+$270K

Top Sells

1 +$3.87M
2 +$1.61M
3 +$1.03M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$813K
5
AMZN icon
Amazon
AMZN
+$723K

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
-803