TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$644K
2
+$490K
3
+$414K
4
IAU icon
iShares Gold Trust
IAU
+$285K
5
WBD icon
Warner Bros
WBD
+$209K

Top Sells

1
+$1.91M
2
+$467K
3
+$429K
4
T icon
AT&T
T
+$410K
5
NVDA icon
NVIDIA
NVDA
+$377K

Sector Composition

1 Technology 12.2%
2 Healthcare 9.27%
3 Financials 9.23%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$23K 0.02%
425
427
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238
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234
429
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155
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431
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400
432
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433
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434
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746
435
$22K 0.01%
205
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$21K 0.01%
528
437
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438
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448
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449
$19K 0.01%
205
450
$19K 0.01%
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