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
501
$19K 0.01%
400
502
$18.9K 0.01%
555
503
$18.8K 0.01%
369
504
$18.7K 0.01%
350
505
$18.6K 0.01%
198
506
$18.6K 0.01%
250
507
$18.5K 0.01%
750
508
$18.4K 0.01%
475
509
$18.3K 0.01%
200
510
$18.3K 0.01%
306
511
$18.3K 0.01%
92
+67
512
$18.3K 0.01%
150
513
$18.1K 0.01%
140
514
$18.1K 0.01%
+600
515
$18K 0.01%
250
516
$18K 0.01%
109
517
$17.3K 0.01%
213
518
$17.2K 0.01%
398
519
$17.2K 0.01%
350
520
$17.1K 0.01%
4,581
+21
521
$17.1K 0.01%
207
+139
522
$17.1K 0.01%
76
523
$17K 0.01%
400
524
$16.9K 0.01%
219
+43
525
$16.9K 0.01%
433
-79