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
526
$13K 0.01%
1,000
527
$13K 0.01%
340
+5
528
$13K 0.01%
692
+2
529
$13K 0.01%
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530
$13K 0.01%
64
531
$13K 0.01%
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532
$12K 0.01%
325
533
$12K 0.01%
355
534
$12K 0.01%
275
535
$12K 0.01%
300
-2,700
536
$12K 0.01%
240
537
$12K 0.01%
190
538
$12K 0.01%
322
539
$12K 0.01%
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540
$12K 0.01%
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541
$12K 0.01%
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542
$12K 0.01%
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543
$12K 0.01%
140
544
$12K 0.01%
510
545
$12K 0.01%
50
546
$12K 0.01%
226
547
$11K 0.01%
250
548
$11K 0.01%
116
549
$11K 0.01%
397
-60
550
$11K 0.01%
584
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