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
251
$77K 0.06%
1,395
252
$77K 0.06%
911
+2
253
$77K 0.06%
377
254
$75K 0.06%
687
255
$75K 0.06%
464
-11
256
$74K 0.06%
330
-58
257
$74K 0.06%
5,280
258
$71K 0.05%
3,010
-250
259
$70K 0.05%
808
-25
260
$70K 0.05%
2,394
-1,205
261
$70K 0.05%
2,061
262
$70K 0.05%
870
263
$70K 0.05%
1,525
264
$68K 0.05%
1,565
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265
$67K 0.05%
1,500
266
$67K 0.05%
650
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267
$66K 0.05%
946
268
$66K 0.05%
1,526
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269
$66K 0.05%
812
270
$64K 0.05%
1,550
271
$62K 0.05%
417
+1
272
$60K 0.05%
403
273
$60K 0.05%
820
274
$60K 0.05%
72
275
$60K 0.05%
1,351
9 10
11
12 13