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
476
$19K 0.01%
275
477
$19K 0.01%
347
+287
478
$19K 0.01%
770
479
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69
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480
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76
481
$18K 0.01%
179
-125
482
$18K 0.01%
250
483
$17K 0.01%
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484
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220
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+214
486
$17K 0.01%
650
487
$17K 0.01%
256
488
$16K 0.01%
200
489
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120
-1,351
491
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500
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492
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250
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$16K 0.01%
333
494
$16K 0.01%
950
495
$15K 0.01%
128
496
$15K 0.01%
575
497
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750
498
$15K 0.01%
65
499
$15K 0.01%
258
500
$15K 0.01%
259
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