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
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$625K
3
+$463K
4
KEY icon
KeyCorp
KEY
+$395K
5
XOM icon
Exxon Mobil
XOM
+$347K

Top Sells

1
+$815K
2
+$759K
3
+$545K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$536K
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
626
– –
0
627
$7K ﹤0.01%
618
628
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70
629
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70
630
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87
+46
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-100
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635
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$6K ﹤0.01%
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637
$6K ﹤0.01%
80
-2,000
638
$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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642
$6K ﹤0.01%
22
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$6K ﹤0.01%
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$6K ﹤0.01%
30
645
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221
646
$6K ﹤0.01%
25
647
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648
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108
649
$6K ﹤0.01%
40
-15
650
$6K ﹤0.01%
15
24 25
26
27 28