TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
-2.15%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$557M
AUM Growth
-$4.86M
(-0.86%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
32.07%
Holding
335
New
13
Increased
137
Reduced
128
Closed
17
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.66M |
| 2 |
Apple
AAPL
|
$1.5M |
| 3 |
Palantir
PLTR
|
$1.28M |
| 4 |
Visa
V
|
$1.01M |
| 5 |
NiSource
NI
|
$982K |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 8.01% |
| 3 | Industrials | 4.14% |
| 4 | Communication Services | 3.81% |
| 5 | Consumer Staples | 3.63% |
