TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$860K
2
+$617K
3
+$445K
4
KEY icon
KeyCorp
KEY
+$439K
5
XOM icon
Exxon Mobil
XOM
+$327K

Top Sells

1
+$892K
2
+$755K
3
+$525K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$499K
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
$19K 0.01%
69
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480
$19K 0.01%
76
481
$18K 0.01%
250
482
$18K 0.01%
179
-125
483
$17K 0.01%
163
484
$17K 0.01%
220
485
$17K 0.01%
+214
486
$17K 0.01%
650
487
$17K 0.01%
256
488
$16K 0.01%
200
489
$16K 0.01%
200
490
$16K 0.01%
120
-1,351
491
$16K 0.01%
500
+400
492
$16K 0.01%
250
493
$16K 0.01%
333
494
$16K 0.01%
950
495
$15K 0.01%
410
+102
496
$15K 0.01%
+300
497
$15K 0.01%
50
498
$15K 0.01%
128
499
$15K 0.01%
575
500
$15K 0.01%
750
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