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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$777K
3
+$415K
4
UPST icon
Upstart Holdings
UPST
+$379K
5
SLF icon
Sun Life Financial
SLF
+$347K

Top Sells

1
+$3.58M
2
+$1.65M
3
+$1.16M
4
PFE icon
Pfizer
PFE
+$795K
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$780K

Sector Composition

1 Technology 13.03%
2 Financials 10.25%
3 Consumer Staples 5.17%
4 Communication Services 4.99%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9K 0.01%
103
552
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+260
553
$9K 0.01%
175
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554
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555
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680
556
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350
557
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213
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558
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355
559
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300
560
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561
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562
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1,994
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563
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30
564
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565
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569
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572
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574
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300
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250
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