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
401
$24K 0.02%
441
+1
402
$24K 0.02%
260
403
$24K 0.02%
253
+2
404
$24K 0.02%
1,166
405
$24K 0.02%
933
-10
406
$24K 0.02%
500
407
$23K 0.02%
563
408
$23K 0.02%
942
+3
409
$23K 0.02%
1,415
410
$23K 0.02%
664
411
$23K 0.02%
600
412
$22K 0.02%
294
413
$22K 0.02%
597
-2,483
414
$22K 0.02%
800
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415
$22K 0.02%
1,046
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416
$22K 0.02%
272
-2,765
417
$22K 0.02%
130
418
$22K 0.02%
746
419
$22K 0.02%
260
420
$21K 0.02%
234
421
$21K 0.02%
155
422
$21K 0.02%
+500
423
$21K 0.02%
750
424
$21K 0.02%
928
+26
425
$21K 0.02%
350
15 16
17
18 19