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
276
$99.8K 0.04%
1,550
277
$99.7K 0.04%
760
+15
278
$96K 0.04%
+2,007
279
$94.9K 0.04%
575
-200
280
$94.5K 0.04%
1,395
281
$92.7K 0.04%
320
+10
282
$92.7K 0.04%
7,804
-9
283
$92K 0.04%
5,851
+110
284
$91K 0.04%
674
-15
285
$90.9K 0.04%
895
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286
$90.5K 0.04%
705
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287
$89.5K 0.04%
2,582
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288
$89.1K 0.04%
4,380
289
$88.4K 0.04%
547
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290
$88.3K 0.04%
430
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291
$88K 0.04%
385
292
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1,381
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293
$86.7K 0.04%
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-90
294
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4,199
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295
$86.2K 0.04%
1,144
296
$84.8K 0.04%
411
297
$84.4K 0.04%
2,134
-125
298
$84.1K 0.04%
4,408
-920
299
$82.1K 0.04%
898
+132
300
$82K 0.04%
269
10 11
12
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