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
301
$50K 0.04%
600
302
$50K 0.04%
1,498
+118
303
$47K 0.04%
800
304
$47K 0.04%
384
305
$47K 0.04%
1,000
306
$47K 0.04%
+2,000
307
$47K 0.04%
10,478
-5,483
308
$46K 0.04%
166
-1,200
309
$46K 0.04%
5,324
310
$46K 0.04%
707
311
$46K 0.04%
+3,500
312
$45K 0.03%
470
313
$45K 0.03%
558
314
$45K 0.03%
1,040
+350
315
$45K 0.03%
1,110
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316
$44K 0.03%
2,925
317
$44K 0.03%
1,206
318
$43K 0.03%
347
319
$43K 0.03%
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320
$43K 0.03%
538
321
$43K 0.03%
339
322
$42K 0.03%
1,622
+7
323
$42K 0.03%
393
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324
$42K 0.03%
200
325
$41K 0.03%
897
11 12
13
14 15