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
401
$32K 0.02%
250
402
$32K 0.02%
250
403
$32K 0.02%
260
404
$32K 0.02%
260
405
$32K 0.02%
316
406
$32K 0.02%
+407
407
$31K 0.02%
563
-100
408
$31K 0.02%
290
409
$31K 0.02%
252
+85
410
$31K 0.02%
238
411
$30K 0.02%
750
412
$30K 0.02%
4,582
-1,700
413
$30K 0.02%
395
-16
414
$30K 0.02%
130
415
$29K 0.02%
155
416
$29K 0.02%
310
417
$29K 0.02%
440
418
$29K 0.02%
998
419
$29K 0.02%
600
420
$28K 0.02%
205
421
$28K 0.02%
425
422
$28K 0.02%
500
423
$27K 0.01%
625
424
$27K 0.01%
353
+153
425
$27K 0.01%
400
15 16
17
18 19