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
626
$9K 0.01%
1,166
627
$9K 0.01%
68
628
$9K 0.01%
765
629
$8K ﹤0.01%
23
630
$8K ﹤0.01%
70
631
$8K ﹤0.01%
925
632
$8K ﹤0.01%
+110
633
$8K ﹤0.01%
206
634
$8K ﹤0.01%
75
635
$8K ﹤0.01%
500
636
$8K ﹤0.01%
550
637
$8K ﹤0.01%
167
+2
638
$8K ﹤0.01%
+30
639
$8K ﹤0.01%
55
640
$8K ﹤0.01%
55
641
$8K ﹤0.01%
550
642
$8K ﹤0.01%
120
643
$8K ﹤0.01%
16
-18
644
$8K ﹤0.01%
600
645
$8K ﹤0.01%
300
646
$8K ﹤0.01%
40
647
$8K ﹤0.01%
4,000
648
$7K ﹤0.01%
25
649
$7K ﹤0.01%
234
650
$7K ﹤0.01%
130