TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$860K
2
+$617K
3
+$445K
4
KEY icon
KeyCorp
KEY
+$439K
5
XOM icon
Exxon Mobil
XOM
+$327K

Top Sells

1
+$892K
2
+$755K
3
+$525K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$499K
5
TASK icon
TaskUs
TASK
+$483K

Sector Composition

1 Technology 13.65%
2 Financials 9.9%
3 Healthcare 7.48%
4 Communication Services 5.79%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
25
-4
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200
603
$8K ﹤0.01%
114
-24
604
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55
605
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+1
606
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49
607
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467
608
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609
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105
610
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611
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34
612
$8K ﹤0.01%
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600
-850
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$7K ﹤0.01%
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616
$7K ﹤0.01%
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618
$7K ﹤0.01%
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619
$7K ﹤0.01%
1,350
620
– –
0
621
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622
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70
623
$7K ﹤0.01%
80
624
$7K ﹤0.01%
27
+13
625
$7K ﹤0.01%
600
23 24
25
26 27