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
251
$92K 0.06%
2,960
+150
252
$91K 0.06%
357
253
$91K 0.06%
6,600
254
$88K 0.06%
4,200
255
$87K 0.06%
475
256
$84K 0.06%
377
+21
257
$83K 0.06%
535
258
$83K 0.06%
701
+260
259
$83K 0.06%
2,128
+50
260
$83K 0.06%
735
261
$81K 0.05%
1,525
262
$80K 0.05%
833
-260
263
$79K 0.05%
450
264
$78K 0.05%
5,280
265
$76K 0.05%
946
+1
266
$76K 0.05%
1,991
+7
267
$75K 0.05%
405
268
$75K 0.05%
3,170
-700
269
$75K 0.05%
531
+100
270
$74K 0.05%
1,438
271
$74K 0.05%
15,961
+65
272
$73K 0.05%
2,061
273
$73K 0.05%
1,180
274
$73K 0.05%
3,850
+12
275
$72K 0.05%
1,500
9 10
11
12 13