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
351
$40K 0.03%
345
+78
352
$39K 0.03%
+1,526
353
$38K 0.03%
699
+80
354
$38K 0.03%
577
-81
355
$38K 0.03%
1,350
+850
356
$37K 0.02%
200
357
$37K 0.02%
410
358
$37K 0.02%
832
359
$37K 0.02%
1,089
360
$37K 0.02%
233
361
$36K 0.02%
164
+1
362
$36K 0.02%
823
+1
363
$36K 0.02%
420
-42
364
$35K 0.02%
126
365
$35K 0.02%
200
366
$35K 0.02%
1,516
367
$35K 0.02%
582
368
$34K 0.02%
3,973
369
$34K 0.02%
1,574
+1,000
370
$34K 0.02%
1,020
371
$34K 0.02%
62
-5
372
$34K 0.02%
1,025
+5
373
$33K 0.02%
2,175
374
$33K 0.02%
1,900
375
$33K 0.02%
256
+2
13 14
15
16 17