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
301
$56K 0.04%
5,200
+1,100
302
$56K 0.04%
558
+1
303
$56K 0.04%
404
304
$55K 0.04%
800
305
$55K 0.04%
652
+278
306
$54K 0.04%
697
307
$54K 0.04%
240
308
$54K 0.04%
403
309
$53K 0.04%
600
310
$53K 0.04%
1,015
-175
311
$52K 0.03%
190
+165
312
$51K 0.03%
470
+122
313
$51K 0.03%
5,324
314
$50K 0.03%
558
315
$50K 0.03%
1,092
316
$50K 0.03%
384
317
$50K 0.03%
150
318
$49K 0.03%
690
+250
319
$49K 0.03%
633
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320
$49K 0.03%
1,206
321
$49K 0.03%
1,000
322
$48K 0.03%
1,615
+1,600
323
$48K 0.03%
1,754
+39
324
$48K 0.03%
2,925
+300
325
$48K 0.03%
1,380
+17
11 12
13
14 15