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
251
$118K 0.05%
3,078
252
$118K 0.05%
3,900
253
$118K 0.05%
850
254
$115K 0.05%
1,287
-389
255
$115K 0.05%
331
+30
256
$114K 0.05%
554
-15
257
$113K 0.05%
2,550
-200
258
$110K 0.05%
847
259
$110K 0.05%
1,898
-19
260
$110K 0.05%
2,515
+532
261
$109K 0.05%
4,442
+1,007
262
$108K 0.05%
4,572
263
$108K 0.05%
2,494
+100
264
$106K 0.05%
759
-79
265
$106K 0.05%
544
+1
266
$105K 0.05%
368
267
$105K 0.05%
2,247
268
$103K 0.05%
632
269
$103K 0.05%
4,550
+2,270
270
$103K 0.05%
11,551
+425
271
$103K 0.05%
1,525
272
$102K 0.05%
3,297
+1,317
273
$102K 0.05%
4,200
274
$102K 0.05%
484
275
$101K 0.04%
1,411
+400
9 10
11
12 13