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
601
$11.3K 0.01%
195
602
$11.3K 0.01%
750
+20
603
$11K 0.01%
1,000
604
$11K 0.01%
1,267
+9
605
$11K 0.01%
+249
606
$11K 0.01%
63
607
$11K 0.01%
240
608
$10.9K 0.01%
45
609
$10.8K 0.01%
333
610
$10.8K 0.01%
89
611
$10.6K 0.01%
716
612
$10.6K 0.01%
300
613
$10.6K 0.01%
451
+1
614
$10.5K 0.01%
287
+4
615
$10.5K 0.01%
51
616
$10.4K 0.01%
140
+1
617
$10.4K 0.01%
30
618
$10.4K 0.01%
23
619
$10.3K 0.01%
75
620
$10.2K 0.01%
550
621
$10.2K 0.01%
+600
622
$10.2K 0.01%
68
623
$10.1K 0.01%
80
624
$10.1K 0.01%
79
625
$10K 0.01%
16