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
376
$29K 0.02%
1,030
+5
377
$28K 0.02%
732
-81
378
$28K 0.02%
5,000
+1,200
379
$28K 0.02%
300
380
$28K 0.02%
660
381
$28K 0.02%
1,232
+4
382
$27K 0.02%
403
383
$27K 0.02%
412
+50
384
$27K 0.02%
250
385
$27K 0.02%
310
386
$26K 0.02%
771
387
$26K 0.02%
244
388
$26K 0.02%
461
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389
$26K 0.02%
200
390
$26K 0.02%
700
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391
$26K 0.02%
260
392
$26K 0.02%
290
393
$26K 0.02%
1,380
394
$26K 0.02%
407
395
$25K 0.02%
122
396
$25K 0.02%
1,574
397
$25K 0.02%
128
398
$24K 0.02%
+500
399
$24K 0.02%
1,308
400
$24K 0.02%
330
+130
14 15
16
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