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
276
$59K 0.05%
864
277
$59K 0.05%
384
278
$58K 0.04%
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279
$58K 0.04%
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280
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281
$57K 0.04%
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282
$56K 0.04%
737
283
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475
284
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285
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328
286
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269
287
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240
288
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1,907
289
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290
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291
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292
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293
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295
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296
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297
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298
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559
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300
$50K 0.04%
521
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10 11
12
13 14