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
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$625K
3
+$463K
4
KEY icon
KeyCorp
KEY
+$395K
5
XOM icon
Exxon Mobil
XOM
+$347K

Top Sells

1
+$815K
2
+$759K
3
+$545K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$536K
5
TASK icon
TaskUs
TASK
+$483K

Sector Composition

1 Technology 13.65%
2 Financials 9.9%
3 Healthcare 7.48%
4 Communication Services 5.79%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99K 0.05%
575
+215
252
$99K 0.05%
9,084
+4,948
253
$98K 0.05%
4,200
254
$97K 0.05%
1,225
255
$96K 0.05%
1,867
+178
256
$95K 0.05%
412
+50
257
$95K 0.05%
1,525
258
$94K 0.05%
5,280
259
$93K 0.05%
1,395
-42
260
$92K 0.05%
382
-485
261
$92K 0.05%
1,438
+50
262
$92K 0.05%
1,907
263
$91K 0.05%
535
-6
264
$91K 0.05%
431
-83
265
$90K 0.05%
357
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266
$89K 0.05%
356
+50
267
$89K 0.05%
15,896
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268
$88K 0.05%
2,061
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269
$88K 0.05%
268
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270
$88K 0.05%
484
-18
271
$87K 0.05%
735
272
$86K 0.05%
72
273
$86K 0.05%
1,550
274
$85K 0.05%
2,033
+383
275
$84K 0.05%
820
9 10
11
12 13