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
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 9.03%
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
26
$1.86M 0.82%
31,966
+1,000
27
$1.81M 0.8%
33,716
+7,669
28
$1.79M 0.79%
76,534
-19,193
29
$1.75M 0.77%
25,096
+3,083
30
$1.74M 0.77%
39,879
-1,936
31
$1.64M 0.73%
70,526
-16,828
32
$1.63M 0.72%
70,917
-12,096
33
$1.61M 0.71%
70,903
-22,453
34
$1.48M 0.66%
17,586
+3
35
$1.42M 0.63%
18,489
+2,225
36
$1.41M 0.62%
6,857
-335
37
$1.38M 0.61%
87,350
-1,422
38
$1.22M 0.54%
22,555
+6,130
39
$1.14M 0.5%
30,081
-1,788
40
$1.12M 0.5%
11,866
-22
41
$1.11M 0.49%
13,850
-1,275
42
$1.03M 0.46%
5,709
+2,775
43
$999K 0.44%
2,078
-434
44
$982K 0.43%
2,040
45
$982K 0.43%
17,475
+250
46
$911K 0.4%
49,650
-2,050
47
$908K 0.4%
39,185
+4,812
48
$899K 0.4%
51,083
+118
49
$899K 0.4%
20,344
+1,279
50
$874K 0.39%
2,619
1
2
3 4 5