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
526
$15K 0.01%
350
527
$15K 0.01%
435
528
$15K 0.01%
230
529
$15K 0.01%
+195
530
$15K 0.01%
213
531
$15K 0.01%
376
+1
532
$14K 0.01%
300
533
$14K 0.01%
650
-350
534
$14K 0.01%
168
535
$14K 0.01%
291
536
$14K 0.01%
390
537
$14K 0.01%
+252
538
$14K 0.01%
770
539
$14K 0.01%
264
540
$14K 0.01%
250
541
$14K 0.01%
111
542
$14K 0.01%
145
543
$14K 0.01%
250
544
$13K 0.01%
+200
545
$13K 0.01%
200
546
$13K 0.01%
82
547
$13K 0.01%
65
548
$13K 0.01%
145
+20
549
$13K 0.01%
650
550
$13K 0.01%
1,474