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
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
NVIDIA
NVDA
+$303K

Sector Composition

1 Technology 12.21%
2 Healthcare 9.27%
3 Financials 9.19%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K 0.01%
260
452
$19K 0.01%
171
453
$19K 0.01%
1,021
454
$19K 0.01%
475
-375
455
$19K 0.01%
1,166
+168
456
$18K 0.01%
1,173
457
$18K 0.01%
142
458
$18K 0.01%
688
459
$18K 0.01%
561
460
$18K 0.01%
354
461
$18K 0.01%
310
-90
462
$18K 0.01%
174
+54
463
$18K 0.01%
348
464
$18K 0.01%
160
465
$18K 0.01%
230
466
$18K 0.01%
130
467
$18K 0.01%
+250
468
$18K 0.01%
250
469
$18K 0.01%
664
470
$17K 0.01%
28
-105
471
$17K 0.01%
+362
472
$17K 0.01%
109
-1,150
473
$17K 0.01%
200
474
$17K 0.01%
265
475
$17K 0.01%
76
17 18
19
20 21