TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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 9.62%
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
726
$4K ﹤0.01%
220
727
$4K ﹤0.01%
37
728
$4K ﹤0.01%
68
729
$4K ﹤0.01%
75
730
$4K ﹤0.01%
+55
731
$4K ﹤0.01%
40
732
$4K ﹤0.01%
74
733
$4K ﹤0.01%
72
734
$4K ﹤0.01%
467
735
$4K ﹤0.01%
+128
736
$4K ﹤0.01%
58
737
$4K ﹤0.01%
15
738
$4K ﹤0.01%
350
739
$4K ﹤0.01%
200
740
$4K ﹤0.01%
75
741
$4K ﹤0.01%
17
742
$4K ﹤0.01%
300
743
$4K ﹤0.01%
17
744
$4K ﹤0.01%
52
745
$4K ﹤0.01%
37
746
$3K ﹤0.01%
12
747
$3K ﹤0.01%
79
748
$3K ﹤0.01%
6
749
$3K ﹤0.01%
35
750
$3K ﹤0.01%
55