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
401
$38.2K 0.02%
1,540
402
$38.1K 0.02%
110
-49
403
$37.9K 0.02%
346
404
$37.8K 0.02%
465
405
$37.7K 0.02%
233
406
$37.7K 0.02%
955
+2
407
$37.2K 0.02%
238
408
$37.2K 0.02%
869
+188
409
$37.1K 0.02%
795
410
$37.1K 0.02%
220
411
$37K 0.02%
512
-568
412
$36.8K 0.02%
81
413
$36.3K 0.02%
1,200
+600
414
$36.2K 0.02%
328
+183
415
$35.8K 0.02%
1,262
+5
416
$35.7K 0.02%
832
417
$34.8K 0.02%
970
-117
418
$34.4K 0.02%
211
-1
419
$34.1K 0.02%
+202
420
$34.1K 0.02%
1,871
421
$33.7K 0.01%
330
422
$33.7K 0.01%
500
423
$33.6K 0.01%
1,203
+1,182
424
$33.6K 0.01%
4,715
+825
425
$33.5K 0.01%
443
+1
15 16
17
18 19