TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+8.39%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$15.9M
(+12%)
Cap. Flow
+$6.68M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
25.63%
Holding
890
New
25
Increased
163
Reduced
113
Closed
32
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Financials | 9.93% |
| 3 | Consumer Staples | 5.24% |
| 4 | Industrials | 4.95% |
| 5 | Communication Services | 4.19% |
