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
451
$23K 0.01%
348
452
$23K 0.01%
332
453
$23K 0.01%
664
454
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354
455
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450
456
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69
+8
457
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160
+30
459
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230
460
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+746
461
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900
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462
$22K 0.01%
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463
$21K 0.01%
194
464
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465
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467
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468
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469
$20K 0.01%
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470
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472
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473
$19K 0.01%
250
474
$19K 0.01%
600
475
$19K 0.01%
688
17 18
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