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
326
$41K 0.03%
5,282
+600
327
$41K 0.03%
1,802
+48
328
$41K 0.03%
1,089
329
$41K 0.03%
476
330
$40K 0.03%
802
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331
$40K 0.03%
88
332
$40K 0.03%
1,471
-4,100
333
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+16
334
$40K 0.03%
150
335
$39K 0.03%
937
-155
336
$38K 0.03%
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337
$37K 0.03%
824
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338
$37K 0.03%
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339
$36K 0.03%
577
340
$36K 0.03%
321
341
$36K 0.03%
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342
$36K 0.03%
650
343
$35K 0.03%
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344
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345
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346
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233
347
$35K 0.03%
630
348
$34K 0.03%
410
349
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886
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350
$34K 0.03%
429
12 13
14
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