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
State Street 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 9.06%
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
501
$21.3K 0.01%
250
502
$21.2K 0.01%
400
503
$21.2K 0.01%
493
+358
504
$21.1K 0.01%
355
505
$20.9K 0.01%
1,383
506
$20.9K 0.01%
109
507
$20.9K 0.01%
400
508
$20.9K 0.01%
100
-150
509
$20.7K 0.01%
354
510
$20.7K 0.01%
+1,010
511
$20.5K 0.01%
142
512
$20.4K 0.01%
+500
513
$20.3K 0.01%
306
514
$19.9K 0.01%
76
515
$19.7K 0.01%
1,000
516
$19.6K 0.01%
174
-85
517
$19.6K 0.01%
215
-4
518
$19.5K 0.01%
140
519
$19.3K 0.01%
167
520
$19K 0.01%
469
521
$19K 0.01%
247
522
$18.8K 0.01%
383
-66
523
$18.8K 0.01%
400
524
$18.8K 0.01%
350
525
$18.4K 0.01%
252
+2
19 20
21
22 23