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
576
$14.2K 0.01%
125
-1,193
577
$14K 0.01%
300
578
$13.9K 0.01%
1,950
579
$13.8K 0.01%
1,126
580
$13.8K 0.01%
100
581
$13.7K 0.01%
175
582
$13.6K 0.01%
61
583
$13.6K 0.01%
534
+3
584
$13.5K 0.01%
700
585
$13.4K 0.01%
250
586
$13.4K 0.01%
716
587
$13.2K 0.01%
30
588
$13.1K 0.01%
170
589
$13.1K 0.01%
100
590
$13.1K 0.01%
164
591
$12.9K 0.01%
148
592
$12.8K 0.01%
+250
593
$12.8K 0.01%
30
594
$12.7K 0.01%
+1,000
595
$12.6K 0.01%
600
-1,175
596
$12.6K 0.01%
510
+310
597
$12.5K 0.01%
82
598
$12.5K 0.01%
63
599
$12.4K 0.01%
195
600
$12.4K 0.01%
106
+1
22 23
24
25 26