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
651
$5K ﹤0.01%
200
652
$5K ﹤0.01%
127
653
$5K ﹤0.01%
72
654
$5K ﹤0.01%
69
655
$5K ﹤0.01%
350
656
$5K ﹤0.01%
135
657
$5K ﹤0.01%
55
658
$5K ﹤0.01%
75
659
$5K ﹤0.01%
100
660
$5K ﹤0.01%
30
661
$5K ﹤0.01%
409
662
$4K ﹤0.01%
22
663
$4K ﹤0.01%
80
664
$4K ﹤0.01%
25
665
$4K ﹤0.01%
300
666
$4K ﹤0.01%
74
667
$4K ﹤0.01%
25
668
$4K ﹤0.01%
39
669
$4K ﹤0.01%
292
670
$4K ﹤0.01%
47
671
$4K ﹤0.01%
550
-2,274
672
$4K ﹤0.01%
114
673
$4K ﹤0.01%
114
674
$4K ﹤0.01%
60
675
$4K ﹤0.01%
96