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
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
NVIDIA
NVDA
+$303K

Sector Composition

1 Technology 12.21%
2 Healthcare 9.27%
3 Financials 9.22%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K 0.01%
128
502
$14K 0.01%
+200
503
$14K 0.01%
291
+42
504
$14K 0.01%
36
+16
505
$14K 0.01%
65
506
$14K 0.01%
200
507
$14K 0.01%
206
508
$14K 0.01%
300
509
$13K 0.01%
575
510
$13K 0.01%
218
511
$13K 0.01%
192
512
$13K 0.01%
5,240
+2,500
513
$13K 0.01%
1,057
514
$12K 0.01%
250
515
$12K 0.01%
69
+19
516
$12K 0.01%
195
517
$12K 0.01%
+60
518
$12K 0.01%
201
519
$12K 0.01%
264
520
$12K 0.01%
1,000
521
$12K 0.01%
+680
522
$12K 0.01%
344
+4
523
$12K 0.01%
765
524
$12K 0.01%
250
525
$12K 0.01%
250
19 20
21
22 23