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
326
$67.1K 0.03%
1,538
+22
327
$66.9K 0.03%
2,487
-633
328
$66.7K 0.03%
657
329
$65.8K 0.03%
442
-33
330
$65.7K 0.03%
860
-287
331
$65.5K 0.03%
21,008
332
$64.6K 0.03%
1,051
+1
333
$63.2K 0.03%
2,218
-1,158
334
$62.4K 0.03%
26,100
-2,500
335
$62.3K 0.03%
1,770
-100
336
$62.1K 0.03%
743
-127
337
$62K 0.03%
400
338
$61.9K 0.03%
250
-40
339
$61.3K 0.03%
+1,215
340
$61K 0.03%
338
341
$60.8K 0.03%
264
342
$60.7K 0.03%
717
343
$60.5K 0.03%
40
-32
344
$60K 0.03%
+1,052
345
$59.2K 0.03%
872
+156
346
$57.7K 0.03%
231
347
$56.8K 0.03%
551
348
$56.4K 0.03%
257
+1
349
$56.3K 0.02%
180
350
$56.3K 0.02%
155
12 13
14
15 16