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

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
626
$11.3K 0.01%
150
627
$11.1K ﹤0.01%
1,000
628
$11K ﹤0.01%
287
629
$11K ﹤0.01%
23
630
$10.6K ﹤0.01%
163
-215
631
$10.6K ﹤0.01%
79
632
$10.4K ﹤0.01%
51
633
$10.4K ﹤0.01%
+3,202
634
$10.4K ﹤0.01%
16
635
$10.3K ﹤0.01%
425
-4,089
636
$10.1K ﹤0.01%
80
637
$10K ﹤0.01%
300
638
$9.97K ﹤0.01%
75
639
$9.85K ﹤0.01%
68
640
$9.55K ﹤0.01%
170
+1
641
$9.54K ﹤0.01%
+300
642
$9.45K ﹤0.01%
114
643
$9.32K ﹤0.01%
40
644
$9.3K ﹤0.01%
250
645
$9.26K ﹤0.01%
600
646
$9.23K ﹤0.01%
110
647
$9.22K ﹤0.01%
77
648
$9.21K ﹤0.01%
105
649
$9.16K ﹤0.01%
9
650
$9.05K ﹤0.01%
362