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
$199M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.63%
2 Financials 9.62%
3 Industrials 5.1%
4 Communication Services 4.29%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$26.8K 0.01%
600
452
$26.4K 0.01%
358
+10
453
$26.4K 0.01%
200
454
$26K 0.01%
703
455
$25.9K 0.01%
1,000
456
$25.9K 0.01%
625
457
$25.8K 0.01%
316
458
$25.8K 0.01%
391
+2
459
$25.3K 0.01%
349
460
$25.2K 0.01%
700
461
$25.2K 0.01%
92
462
$25.1K 0.01%
420
463
$24.9K 0.01%
400
464
$24.9K 0.01%
541
-168
465
$24.2K 0.01%
202
466
$24.1K 0.01%
440
+2
467
$24K 0.01%
254
468
$23.9K 0.01%
1,415
469
$23.5K 0.01%
234
470
$23.5K 0.01%
1,437
+8
471
$23.3K 0.01%
1,200
472
$23K 0.01%
567
473
$22.4K 0.01%
563
474
$22.4K 0.01%
214
475
$22.3K 0.01%
300