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

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
476
$24.6K 0.01%
234
477
$24.5K 0.01%
115
-39
478
$24.4K 0.01%
200
479
$24.4K 0.01%
349
480
$24.4K 0.01%
214
481
$24.3K 0.01%
177
+74
482
$24.3K 0.01%
+477
483
$23.6K 0.01%
563
484
$23.6K 0.01%
442
+409
485
$23.3K 0.01%
200
486
$23.3K 0.01%
450
487
$22.9K 0.01%
171
488
$22.8K 0.01%
+200
489
$22.6K 0.01%
+1,007
490
$22.3K 0.01%
79
491
$22.3K 0.01%
48
492
$22.2K 0.01%
180
493
$21.9K 0.01%
750
494
$21.8K 0.01%
1,446
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495
$21.8K 0.01%
200
496
$21.4K 0.01%
213
497
$21.4K 0.01%
900
498
$21.3K 0.01%
1,310
499
$21.3K 0.01%
498
500
$21.3K 0.01%
1,200
+600