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
426
$33.3K 0.01%
1,139
+1
427
$33K 0.01%
2,555
-500
428
$33K 0.01%
145
-10
429
$32.9K 0.01%
1,900
430
$32.6K 0.01%
274
-8
431
$32.2K 0.01%
630
-2,188
432
$31.7K 0.01%
2,273
433
$31.4K 0.01%
+1,000
434
$30.8K 0.01%
200
435
$30.8K 0.01%
250
436
$30.1K 0.01%
426
-208
437
$30.1K 0.01%
321
-152
438
$29.8K 0.01%
300
439
$29.8K 0.01%
600
440
$29.8K 0.01%
1,516
441
$29.5K 0.01%
+600
442
$29.2K 0.01%
145
443
$28.8K 0.01%
1,358
+1,350
444
$28.8K 0.01%
703
445
$28.6K 0.01%
1,319
-86
446
$28.6K 0.01%
316
447
$28.4K 0.01%
366
+203
448
$28.4K 0.01%
321
+5
449
$28.4K 0.01%
202
450
$28.3K 0.01%
600
16 17
18
19 20