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
376
$43.6K 0.02%
1,006
377
$43.4K 0.02%
750
378
$43.3K 0.02%
7,302
379
$42.9K 0.02%
1,020
380
$42.7K 0.02%
1,447
+267
381
$42.5K 0.02%
3,863
382
$41.8K 0.02%
1,155
+3
383
$41.7K 0.02%
174
+110
384
$41.5K 0.02%
836
385
$41.3K 0.02%
558
386
$41.2K 0.02%
3,000
-800
387
$40.9K 0.02%
4,900
388
$40.7K 0.02%
261
389
$40.7K 0.02%
70
390
$40.6K 0.02%
420
391
$40.6K 0.02%
2,640
392
$39.8K 0.02%
1,111
+556
393
$39.8K 0.02%
1,000
394
$39.8K 0.02%
355
395
$39.8K 0.02%
419
396
$39.4K 0.02%
+400
397
$39.1K 0.02%
255
398
$39.1K 0.02%
159
399
$39K 0.02%
200
400
$38.5K 0.02%
1,499
+10
14 15
16
17 18