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
326
$47K 0.03%
707
327
$46K 0.03%
72
328
$46K 0.03%
2,542
+17
329
$46K 0.03%
476
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330
$46K 0.03%
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331
$46K 0.03%
347
332
$45K 0.03%
537
333
$44K 0.03%
120
-59
334
$44K 0.03%
1,020
335
$44K 0.03%
1,100
336
$44K 0.03%
538
337
$43K 0.03%
927
338
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758
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339
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321
340
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341
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342
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+1,061
343
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1,015
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344
$42K 0.03%
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345
$42K 0.03%
630
346
$41K 0.03%
1,551
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347
$40K 0.03%
245
348
$40K 0.03%
+3,800
349
$40K 0.03%
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350
$40K 0.03%
339
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15 16