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
351
$55.8K 0.02%
+2,378
352
$52.5K 0.02%
563
353
$52.2K 0.02%
1,694
+14
354
$52.1K 0.02%
5,324
355
$51.6K 0.02%
150
356
$51.6K 0.02%
310
357
$50.5K 0.02%
1,175
358
$49.4K 0.02%
2,173
359
$48.9K 0.02%
97
-2
360
$48.2K 0.02%
1,007
361
$47.7K 0.02%
1,308
362
$47K 0.02%
+433
363
$46.9K 0.02%
+944
364
$46.8K 0.02%
2,105
365
$46.8K 0.02%
1,200
+17
366
$46.8K 0.02%
1,200
367
$46.4K 0.02%
1,654
-300
368
$46K 0.02%
1,256
-362
369
$45.8K 0.02%
430
-85
370
$45.6K 0.02%
88
371
$45.4K 0.02%
735
372
$45.3K 0.02%
785
+18
373
$45.1K 0.02%
823
+101
374
$45.1K 0.02%
621
+587
375
$43.9K 0.02%
748
13 14
15
16 17