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
626
$6K ﹤0.01%
114
627
$6K ﹤0.01%
+80
628
$6K ﹤0.01%
95
629
$6K ﹤0.01%
600
630
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102
631
$6K ﹤0.01%
69
632
$6K ﹤0.01%
1,897
633
$6K ﹤0.01%
62
634
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23
+21
635
$6K ﹤0.01%
105
636
$6K ﹤0.01%
86
+44
637
$6K ﹤0.01%
303
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638
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+250
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640
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460
+50
641
$6K ﹤0.01%
105
642
$6K ﹤0.01%
47
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34
644
$6K ﹤0.01%
+272
645
$6K ﹤0.01%
409
646
$6K ﹤0.01%
618
647
$5K ﹤0.01%
100
648
$5K ﹤0.01%
100
649
$5K ﹤0.01%
30
650
$5K ﹤0.01%
72
24 25
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