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
376
$38K 0.02%
803
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377
$38K 0.02%
254
378
$37K 0.02%
200
379
$37K 0.02%
142
380
$37K 0.02%
355
381
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360
382
$37K 0.02%
339
383
$37K 0.02%
297
384
$37K 0.02%
374
385
$36K 0.02%
1,217
+4
386
$36K 0.02%
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387
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388
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937
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389
$36K 0.02%
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390
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81
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391
$35K 0.02%
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392
$35K 0.02%
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393
$34K 0.02%
1,345
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394
$33K 0.02%
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242
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$33K 0.02%
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$33K 0.02%
2,273
398
$33K 0.02%
543
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399
$32K 0.02%
231
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400
$32K 0.02%
1,000
14 15
16
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