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
701
$5K ﹤0.01%
84
702
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204
703
$5K ﹤0.01%
250
704
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36
705
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+50
706
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74
707
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12
708
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16
709
$5K ﹤0.01%
11
710
$5K ﹤0.01%
135
711
$5K ﹤0.01%
55
712
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100
713
$5K ﹤0.01%
129
714
$5K ﹤0.01%
409
715
$5K ﹤0.01%
300
716
$5K ﹤0.01%
37
717
$4K ﹤0.01%
100
718
$4K ﹤0.01%
112
719
$4K ﹤0.01%
93
720
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32
721
$4K ﹤0.01%
75
722
$4K ﹤0.01%
+55
723
$4K ﹤0.01%
8
724
$4K ﹤0.01%
72
725
$4K ﹤0.01%
467