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
$225M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.26M
3
+$614K
4
AMD icon
Advanced Micro Devices
AMD
+$501K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$430K

Top Sells

1
+$510K
2
+$509K
3
+$449K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$397K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$392K

Sector Composition

1 Technology 18.56%
2 Financials 9.06%
3 Industrials 5.07%
4 Communication Services 4.17%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$147K 0.07%
901
+94
227
$146K 0.06%
1,351
228
$144K 0.06%
2,878
-305
229
$143K 0.06%
900
-400
230
$142K 0.06%
2,867
+5
231
$141K 0.06%
15,559
-3,956
232
$141K 0.06%
4,838
-192
233
$140K 0.06%
621
+15
234
$140K 0.06%
5,158
+53
235
$140K 0.06%
2,441
236
$139K 0.06%
2,275
-461
237
$137K 0.06%
518
238
$136K 0.06%
820
239
$136K 0.06%
1,410
+177
240
$134K 0.06%
6,448
+1
241
$133K 0.06%
2,584
+27
242
$131K 0.06%
2,535
+12
243
$128K 0.06%
2,100
244
$128K 0.06%
1,373
+1
245
$126K 0.06%
1,175
+31
246
$124K 0.05%
2,287
-192
247
$123K 0.05%
465
+185
248
$122K 0.05%
1,406
-108
249
$121K 0.05%
486
-46
250
$120K 0.05%
2,132
-180
8 9
10
11 12