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
276
$72K 0.05%
870
277
$70K 0.05%
1,513
+8
278
$70K 0.05%
812
279
$69K 0.05%
1,508
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280
$69K 0.05%
909
+1
281
$68K 0.05%
475
-100
282
$68K 0.05%
2,847
+27
283
$67K 0.04%
623
284
$67K 0.04%
1,550
285
$67K 0.04%
1,351
286
$67K 0.04%
1,645
+309
287
$66K 0.04%
4,265
-559
288
$66K 0.04%
820
289
$65K 0.04%
384
-100
290
$64K 0.04%
21,008
291
$62K 0.04%
864
292
$61K 0.04%
687
293
$61K 0.04%
1,907
294
$60K 0.04%
737
295
$60K 0.04%
1,427
296
$59K 0.04%
269
297
$58K 0.04%
647
+1
298
$58K 0.04%
328
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299
$57K 0.04%
3,260
-570
300
$56K 0.04%
1,400
10 11
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