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
$147M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
890
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.67%
2 Financials 9.93%
3 Consumer Staples 5.24%
4 Industrials 4.95%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K 0.01%
680
577
$9K 0.01%
68
578
$9K 0.01%
300
579
$9K 0.01%
315
580
$9K 0.01%
128
-77
581
$8K 0.01%
4
582
$8K 0.01%
125
583
$8K 0.01%
670
+17
584
$8K 0.01%
220
585
$8K 0.01%
163
+2
586
$8K 0.01%
250
587
$8K 0.01%
55
588
$8K 0.01%
250
589
$8K 0.01%
584
590
$8K 0.01%
23
591
$8K 0.01%
70
592
$8K 0.01%
63
593
$8K 0.01%
50
594
$8K 0.01%
103
595
$8K 0.01%
250
596
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321
597
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450
598
$7K ﹤0.01%
+2,450
599
$7K ﹤0.01%
213
600
$7K ﹤0.01%
51