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
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
NVIDIA
NVDA
+$303K

Sector Composition

1 Technology 12.21%
2 Healthcare 9.27%
3 Financials 9.19%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$108K 0.07%
1,942
-600
227
$106K 0.07%
802
228
$105K 0.07%
9,030
+846
229
$105K 0.07%
1,351
230
$105K 0.07%
1,499
+5
231
$104K 0.07%
4,583
232
$104K 0.07%
2,550
-284
233
$102K 0.07%
486
+24
234
$102K 0.07%
2,818
235
$101K 0.07%
3,882
236
$100K 0.07%
1,251
237
$100K 0.07%
4,871
+47
238
$99K 0.07%
1,225
239
$97K 0.06%
3,089
+2,699
240
$97K 0.06%
1,318
+1
241
$96K 0.06%
7,140
242
$95K 0.06%
7,669
-5,015
243
$95K 0.06%
4,620
+3,100
244
$94K 0.06%
388
+6
245
$94K 0.06%
+1,635
246
$94K 0.06%
416
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247
$94K 0.06%
556
-465
248
$94K 0.06%
800
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249
$92K 0.06%
1,037
250
$92K 0.06%
1,395
8 9
10
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