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
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$625K
3
+$463K
4
KEY icon
KeyCorp
KEY
+$395K
5
XOM icon
Exxon Mobil
XOM
+$347K

Top Sells

1
+$815K
2
+$759K
3
+$545K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$536K
5
TASK icon
TaskUs
TASK
+$483K

Sector Composition

1 Technology 13.65%
2 Financials 9.9%
3 Healthcare 7.48%
4 Communication Services 5.79%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.02%
88
352
$43K 0.02%
711
+105
353
$43K 0.02%
707
354
$43K 0.02%
822
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355
$43K 0.02%
233
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356
$42K 0.02%
126
+10
357
$42K 0.02%
440
+50
358
$42K 0.02%
1,089
-439
359
$42K 0.02%
267
360
$42K 0.02%
1,000
361
$41K 0.02%
348
+36
362
$41K 0.02%
582
363
$41K 0.02%
482
364
$41K 0.02%
462
+20
365
$41K 0.02%
2,650
366
$40K 0.02%
321
367
$40K 0.02%
1,020
368
$40K 0.02%
67
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369
$40K 0.02%
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370
$39K 0.02%
+2,175
371
$39K 0.02%
163
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372
$39K 0.02%
1,516
373
$39K 0.02%
832
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374
$39K 0.02%
1,020
+38
375
$38K 0.02%
1,173
13 14
15
16 17