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
676
$6K ﹤0.01%
200
677
$6K ﹤0.01%
250
678
$6K ﹤0.01%
57
679
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600
-700
680
$6K ﹤0.01%
25
681
$6K ﹤0.01%
303
682
$6K ﹤0.01%
+700
683
$6K ﹤0.01%
236
684
$6K ﹤0.01%
350
685
$6K ﹤0.01%
75
686
$6K ﹤0.01%
+150
687
$6K ﹤0.01%
245
688
$6K ﹤0.01%
350
689
$5K ﹤0.01%
25
690
$5K ﹤0.01%
127
691
$5K ﹤0.01%
157
692
$5K ﹤0.01%
79
693
$5K ﹤0.01%
90
694
$5K ﹤0.01%
64
695
$5K ﹤0.01%
+80
696
$5K ﹤0.01%
105
697
$5K ﹤0.01%
200
698
$5K ﹤0.01%
89
699
$5K ﹤0.01%
68
700
$5K ﹤0.01%
60
+40