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
351
$33K 0.03%
120
352
$33K 0.03%
200
353
$33K 0.03%
+800
354
$33K 0.03%
1,534
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355
$32K 0.02%
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356
$32K 0.02%
420
357
$32K 0.02%
126
358
$32K 0.02%
81
359
$32K 0.02%
1,900
360
$32K 0.02%
256
361
$32K 0.02%
396
362
$31K 0.02%
582
363
$31K 0.02%
437
-100
364
$31K 0.02%
62
365
$30K 0.02%
255
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366
$30K 0.02%
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367
$30K 0.02%
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368
$30K 0.02%
2,273
369
$30K 0.02%
355
370
$30K 0.02%
420
371
$29K 0.02%
250
372
$29K 0.02%
138
-26
373
$29K 0.02%
252
374
$29K 0.02%
142
375
$29K 0.02%
1,020
13 14
15
16 17