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
626
$10K 0.01%
150
627
$9.85K ﹤0.01%
250
628
$9.6K ﹤0.01%
350
629
$9.5K ﹤0.01%
150
630
$9.47K ﹤0.01%
169
+2
631
$9.38K ﹤0.01%
262
+2
632
$9.22K ﹤0.01%
110
633
$9.16K ﹤0.01%
401
634
$9.07K ﹤0.01%
25
635
$9.04K ﹤0.01%
70
636
$8.95K ﹤0.01%
234
637
$8.94K ﹤0.01%
300
638
$8.92K ﹤0.01%
75
639
$8.65K ﹤0.01%
105
640
$8.62K ﹤0.01%
250
641
$8.56K ﹤0.01%
584
642
$8.55K ﹤0.01%
77
643
$8.54K ﹤0.01%
250
644
$8.52K ﹤0.01%
266
645
$8.51K ﹤0.01%
40
646
$8.38K ﹤0.01%
140
647
$8.31K ﹤0.01%
113
-117
648
$8.15K ﹤0.01%
5,258
+5,000
649
$8.04K ﹤0.01%
55
650
$8K ﹤0.01%
362