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
576
$13.2K 0.01%
170
577
$12.9K 0.01%
60
578
$12.9K 0.01%
269
-112
579
$12.9K 0.01%
374
+5
580
$12.9K 0.01%
100
581
$12.8K 0.01%
422
-2,666
582
$12.6K 0.01%
163
+3
583
$12.6K 0.01%
129
584
$12.5K 0.01%
100
585
$12.5K 0.01%
+360
586
$12.5K 0.01%
765
587
$12.4K 0.01%
105
588
$12.4K 0.01%
531
+3
589
$12.4K 0.01%
192
590
$12.3K 0.01%
61
591
$12.3K 0.01%
116
592
$12.2K 0.01%
148
593
$12.2K 0.01%
175
594
$11.9K 0.01%
70
595
$11.9K 0.01%
201
596
$11.8K 0.01%
82
597
$11.8K 0.01%
248
+5
598
$11.5K 0.01%
1,994
599
$11.4K 0.01%
600
600
$11.4K 0.01%
30