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
451
$28.2K 0.01%
34
-13
452
$28.2K 0.01%
2,040
+680
453
$28.2K 0.01%
310
454
$27.7K 0.01%
300
455
$27.6K 0.01%
92
456
$27.2K 0.01%
400
457
$27.1K 0.01%
632
458
$26.6K 0.01%
282
459
$26.5K 0.01%
2,853
-850
460
$26.5K 0.01%
254
461
$26.4K 0.01%
394
+3
462
$26.4K 0.01%
625
463
$26.4K 0.01%
7,676
-315
464
$26.2K 0.01%
664
465
$26K 0.01%
358
466
$25.9K 0.01%
1,000
467
$25.5K 0.01%
100
468
$25.5K 0.01%
542
+1
469
$25.4K 0.01%
561
470
$25.3K 0.01%
192
-58
471
$25.3K 0.01%
420
472
$25.1K 0.01%
+750
473
$24.9K 0.01%
1,200
474
$24.9K 0.01%
673
-894
475
$24.8K 0.01%
188
17 18
19
20 21