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
376
$33K 0.02%
396
+36
377
$32K 0.02%
813
378
$32K 0.02%
355
379
$32K 0.02%
429
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380
$31K 0.02%
81
381
$31K 0.02%
4,682
+100
382
$31K 0.02%
142
383
$31K 0.02%
316
384
$31K 0.02%
943
+110
385
$30K 0.02%
200
386
$30K 0.02%
250
387
$30K 0.02%
1,025
388
$30K 0.02%
252
389
$30K 0.02%
300
390
$29K 0.02%
250
391
$29K 0.02%
310
392
$29K 0.02%
939
+2
393
$29K 0.02%
290
394
$29K 0.02%
420
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395
$29K 0.02%
403
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396
$29K 0.02%
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$29K 0.02%
660
398
$28K 0.02%
983
-1,050
399
$28K 0.02%
1,228
-117
400
$27K 0.02%
+3,137
14 15
16
17 18