TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
This Quarter Return
+5.95%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$562M
AUM Growth
+$32.6M
(+6.2%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
34.07%
Holding
338
New
19
Increased
176
Reduced
86
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 20.99% |
| 2 | Financials | 8.24% |
| 3 | Industrials | 4.44% |
| 4 | Communication Services | 4.18% |
| 5 | Consumer Discretionary | 3.59% |
