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
$122M
AUM Growth
-$1.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.58M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
SEDG icon
SolarEdge
SEDG
+$924K

Top Sells

1
+$4.31M
2
+$633K
3
+$512K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$425K
5
WMT icon
Walmart
WMT
+$296K

Sector Composition

1 Technology 13.68%
2 Communication Services 4.78%
3 Consumer Discretionary 4.67%
4 Industrials 1.82%
5 Utilities 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 13.27%
35,912
+4,768
2
$12.4M 10.17%
132,789
+16,910
3
$10.5M 8.6%
66,695
-3,248
4
$9.82M 8.03%
21,646
-389
5
$7.15M 5.85%
47,760
+3,506
6
$5.39M 4.41%
30,874
+835
7
$5.05M 4.13%
64,689
+15,229
8
$3.32M 2.71%
10,761
+3,508
9
$3.3M 2.7%
20,260
+4,480
10
$3.04M 2.49%
14,301
-276
11
$2.92M 2.39%
21,000
+4,960
12
$2.3M 1.88%
22,907
+733
13
$2.17M 1.78%
31,541
-2,450
14
$2.06M 1.69%
38,380
+4,105
15
$1.92M 1.57%
70,420
+12,940
16
$1.83M 1.49%
21,556
-503
17
$1.78M 1.45%
17,727
-399
18
$1.67M 1.36%
38,096
+11,658
19
$1.53M 1.25%
31,888
+4,607
20
$1.28M 1.05%
20,360
+6,260
21
$1.24M 1.01%
7,033
-418
22
$1.22M 1%
9,179
+2,488
23
$1.13M 0.93%
17,028
-731
24
$1.11M 0.91%
21,868
-5,337
25
$1.11M 0.91%
62,186
-14,715
1
2 3