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
601
$12.3K 0.01%
201
602
$12.3K 0.01%
150
603
$12.2K 0.01%
45
604
$12.2K 0.01%
70
605
$12.1K 0.01%
333
606
$12.1K 0.01%
100
607
$12.1K 0.01%
770
+20
608
$12.1K 0.01%
1,994
609
$12K 0.01%
30
610
$11.9K 0.01%
125
-20
611
$11.9K 0.01%
248
612
$11.8K 0.01%
2,624
+900
613
$11.8K 0.01%
234
614
$11.6K 0.01%
+160
615
$11.6K 0.01%
192
616
$11.5K 0.01%
600
-1,500
617
$11.5K 0.01%
650
618
$11.5K 0.01%
249
619
$11.5K 0.01%
250
620
$11.4K 0.01%
116
621
$11.4K 0.01%
140
622
$11.4K 0.01%
89
623
$11.4K 0.01%
121
-84
624
$11.3K 0.01%
150
625
$11.3K 0.01%
4,597
+16
23 24
25
26 27