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
276
$83K 0.05%
908
+1
277
$83K 0.05%
450
278
$82K 0.05%
179
-2
279
$81K 0.04%
1,500
280
$80K 0.04%
3,973
-1,000
281
$80K 0.04%
870
-17
282
$80K 0.04%
3,838
+11
283
$78K 0.04%
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284
$78K 0.04%
623
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285
$78K 0.04%
1,351
+603
286
$77K 0.04%
1,190
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287
$75K 0.04%
1,505
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288
$75K 0.04%
630
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289
$75K 0.04%
808
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290
$74K 0.04%
812
291
$74K 0.04%
405
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292
$74K 0.04%
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293
$74K 0.04%
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294
$74K 0.04%
269
295
$72K 0.04%
945
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296
$71K 0.04%
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297
$70K 0.04%
5,100
+1,000
298
$69K 0.04%
8,644
+8,544
299
$69K 0.04%
557
300
$68K 0.04%
576
-500
10 11
12
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