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
526
$18.3K 0.01%
198
527
$18.2K 0.01%
92
528
$18K 0.01%
520
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529
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$17.9K 0.01%
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531
$17.9K 0.01%
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$17.8K 0.01%
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$17.6K 0.01%
475
535
$17.4K 0.01%
160
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536
$17.3K 0.01%
111
537
$17.2K 0.01%
514
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$17.2K 0.01%
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539
$16.8K 0.01%
371
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$16.8K 0.01%
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$16.8K 0.01%
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$16.7K 0.01%
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$16.4K 0.01%
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$16.1K 0.01%
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$16K 0.01%
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$16K 0.01%
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$16K 0.01%
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549
$16K 0.01%
129
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$15.9K 0.01%
295