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
301
$81.3K 0.04%
1,124
+912
302
$80.1K 0.04%
682
303
$79.2K 0.04%
563
304
$79K 0.04%
2,960
-280
305
$78.9K 0.03%
2,315
-1,010
306
$77.6K 0.03%
2,627
+11
307
$76.3K 0.03%
3,044
308
$75.4K 0.03%
600
309
$75.2K 0.03%
662
310
$75K 0.03%
833
311
$75K 0.03%
1,495
+289
312
$74.2K 0.03%
190
313
$73.5K 0.03%
2,676
+14
314
$71.8K 0.03%
363
+3
315
$71.6K 0.03%
571
316
$71.2K 0.03%
387
317
$70.4K 0.03%
365
-25
318
$69.5K 0.03%
808
319
$68.9K 0.03%
1,090
+304
320
$68.8K 0.03%
643
+1
321
$68.6K 0.03%
812
322
$67.7K 0.03%
1,200
323
$67.6K 0.03%
476
-40
324
$67.5K 0.03%
873
325
$67.4K 0.03%
432
+48
11 12
13
14 15