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
401
$27K 0.02%
244
+2
402
$27K 0.02%
350
403
$27K 0.02%
2,273
404
$27K 0.02%
128
+59
405
$27K 0.02%
+1,250
406
$26K 0.02%
1,000
407
$26K 0.02%
314
408
$26K 0.02%
1,380
+854
409
$26K 0.02%
1,043
-174
410
$26K 0.02%
500
411
$25K 0.02%
217
-235
412
$25K 0.02%
260
413
$25K 0.02%
563
414
$25K 0.02%
308
+11
415
$25K 0.02%
+771
416
$25K 0.02%
483
+5
417
$24K 0.02%
1,308
-50
418
$24K 0.02%
122
419
$24K 0.02%
440
420
$24K 0.02%
251
+1
421
$24K 0.02%
260
422
$24K 0.02%
580
+1
423
$24K 0.02%
600
424
$23K 0.02%
294
425
$23K 0.02%
902
+14
15 16
17
18 19