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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$777K
3
+$415K
4
UPST icon
Upstart Holdings
UPST
+$379K
5
SLF icon
Sun Life Financial
SLF
+$347K

Top Sells

1
+$3.58M
2
+$1.65M
3
+$1.16M
4
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K 0.07%
3,893
+11
227
$92K 0.07%
1,251
228
$92K 0.07%
556
229
$92K 0.07%
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230
$91K 0.07%
862
-175
231
$91K 0.07%
418
+13
232
$91K 0.07%
4,918
+47
233
$91K 0.07%
7,698
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234
$90K 0.07%
2,818
235
$90K 0.07%
3,089
236
$87K 0.07%
4,200
237
$84K 0.06%
1,225
238
$83K 0.06%
5,415
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239
$83K 0.06%
640
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240
$82K 0.06%
2,270
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241
$82K 0.06%
4,063
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242
$81K 0.06%
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243
$81K 0.06%
722
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244
$80K 0.06%
535
245
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246
$80K 0.06%
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247
$79K 0.06%
531
248
$78K 0.06%
2,650
+1,300
249
$78K 0.06%
735
250
$77K 0.06%
357
8 9
10
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