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
426
$27K 0.01%
478
+5
427
$27K 0.01%
257
+1
428
$27K 0.01%
579
+109
429
$26K 0.01%
888
+1
430
$26K 0.01%
350
431
$26K 0.01%
314
432
$26K 0.01%
565
433
$26K 0.01%
300
434
$25K 0.01%
234
435
$25K 0.01%
+122
436
$25K 0.01%
230
437
$25K 0.01%
1,000
438
$25K 0.01%
561
-20
439
$25K 0.01%
1,021
440
$25K 0.01%
1,189
-183
441
$24K 0.01%
400
442
$24K 0.01%
400
-150
443
$24K 0.01%
443
-29
444
$24K 0.01%
+250
445
$24K 0.01%
1,000
446
$24K 0.01%
205
447
$23K 0.01%
528
448
$23K 0.01%
294
449
$23K 0.01%
171
450
$23K 0.01%
1,415
16 17
18
19 20