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 9.19%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12K 0.01%
112
527
$12K 0.01%
137
-120
528
$12K 0.01%
315
+230
529
$11K 0.01%
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530
$11K 0.01%
+600
531
$11K 0.01%
194
532
$11K 0.01%
469
533
$11K 0.01%
100
534
$11K 0.01%
125
535
$11K 0.01%
57
-6
536
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38
537
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698
+6
538
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513
+3
539
$11K 0.01%
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540
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541
$11K 0.01%
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542
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50
543
$10K 0.01%
275
544
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545
$10K 0.01%
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546
$10K 0.01%
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547
$10K 0.01%
38
+33
548
$10K 0.01%
434
549
$10K 0.01%
420
550
$10K 0.01%
100
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