TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
-5.27%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
-$18.9M
(-13%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-7.72%
Top 10 Holdings %
Top 10 Hldgs %
26.38%
Holding
894
New
23
Increased
152
Reduced
122
Closed
29
Top Buys
Top Sells
| 1 |
Merck
MRK
|
$3.58M |
| 2 |
Eli Lilly
LLY
|
$1.65M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.16M |
| 4 |
Pfizer
PFE
|
$795K |
| 5 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
$780K |
Sector Composition
| 1 | Technology | 13.03% |
| 2 | Financials | 10.22% |
| 3 | Consumer Staples | 5.17% |
| 4 | Communication Services | 4.99% |
| 5 | Consumer Discretionary | 4.62% |
