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
576
$9K 0.01%
253
-100
577
$9K 0.01%
399
+2
578
$9K 0.01%
500
+400
579
$9K 0.01%
200
580
$9K 0.01%
82
+43
581
$9K 0.01%
101
582
$9K 0.01%
70
583
$9K 0.01%
925
584
$9K 0.01%
100
585
$9K 0.01%
315
586
$9K 0.01%
1,250
-1,400
587
$8K 0.01%
213
588
$8K 0.01%
300
589
$8K 0.01%
159
+1
590
$8K 0.01%
4,373
+20
591
$8K 0.01%
+67
592
$8K 0.01%
250
593
$8K 0.01%
487
594
$8K 0.01%
68
595
$8K 0.01%
236
596
$8K 0.01%
+350
597
$8K 0.01%
102
+1
598
$8K 0.01%
300
599
$8K 0.01%
321
600
$7K ﹤0.01%
+2,000
22 23
24
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