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
551
$15.9K 0.01%
300
552
$15.8K 0.01%
379
553
$15.7K 0.01%
168
554
$15.7K 0.01%
264
555
$15.6K 0.01%
756
556
$15.6K 0.01%
311
-7,900
557
$15.5K 0.01%
120
558
$15.5K 0.01%
269
559
$15.5K 0.01%
227
560
$15.5K 0.01%
+300
561
$15.1K 0.01%
770
562
$15.1K 0.01%
376
-57
563
$15K 0.01%
291
564
$15K 0.01%
60
565
$14.9K 0.01%
138
566
$14.9K 0.01%
100
567
$14.9K 0.01%
600
-3,068
568
$14.9K 0.01%
650
569
$14.8K 0.01%
4,200
-400
570
$14.5K 0.01%
55
-20
571
$14.5K 0.01%
4
572
$14.5K 0.01%
170
573
$14.5K 0.01%
400
-300
574
$14.3K 0.01%
734
575
$14.2K 0.01%
265
-302
21 22
23
24 25