TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+10.58%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
+$24.1M
(+14%)
Cap. Flow
+$7.09M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
28.1%
Holding
938
New
35
Increased
226
Reduced
137
Closed
40
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Financials | 9.57% |
| 3 | Industrials | 5.1% |
| 4 | Communication Services | 4.29% |
| 5 | Consumer Discretionary | 4.24% |
