TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.93%
2 Financials 9.59%
3 Industrials 4.94%
4 Communication Services 4.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$24K 0.01%
312
+299
452
$23K 0.01%
155
453
$23K 0.01%
400
454
$23K 0.01%
254
+54
455
$23K 0.01%
700
456
$23K 0.01%
92
457
$23K 0.01%
1,059
458
$23K 0.01%
328
459
$23K 0.01%
348
460
$22K 0.01%
234
461
$22K 0.01%
625
462
$22K 0.01%
600
463
$22K 0.01%
145
464
$22K 0.01%
400
465
$22K 0.01%
746
466
$22K 0.01%
420
467
$21K 0.01%
400
468
$21K 0.01%
280
-150
469
$21K 0.01%
316
+41
470
$21K 0.01%
563
471
$21K 0.01%
1,415
472
$21K 0.01%
1,429
+7
473
$20K 0.01%
214
474
$20K 0.01%
115
+100
475
$20K 0.01%
438
+3