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
551
$14.9K 0.01%
145
552
$14.7K 0.01%
291
553
$14.7K 0.01%
164
554
$14.6K 0.01%
435
555
$14.6K 0.01%
120
-201
556
$14.4K 0.01%
650
557
$14.2K 0.01%
+756
558
$14.2K 0.01%
227
559
$14.2K 0.01%
4
560
$14.1K 0.01%
75
561
$14K 0.01%
200
562
$14K 0.01%
64
563
$13.9K 0.01%
138
+1
564
$13.8K 0.01%
170
+50
565
$13.7K 0.01%
145
566
$13.6K 0.01%
+600
567
$13.6K 0.01%
+700
568
$13.6K 0.01%
734
+16
569
$13.4K 0.01%
62
570
$13.3K 0.01%
1,126
571
$13.3K 0.01%
650
572
$13.2K 0.01%
103
573
$13.2K 0.01%
30
574
$13.2K 0.01%
100
575
$13.2K 0.01%
300