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
651
$6K ﹤0.01%
+200
652
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100
653
$5K ﹤0.01%
90
654
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655
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200
656
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75
657
$5K ﹤0.01%
100
658
$5K ﹤0.01%
37
659
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750
660
$5K ﹤0.01%
30
661
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200
662
$5K ﹤0.01%
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663
$5K ﹤0.01%
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664
$5K ﹤0.01%
+83
665
$5K ﹤0.01%
60
666
$5K ﹤0.01%
+3,049
667
$5K ﹤0.01%
36
668
$5K ﹤0.01%
10
669
$5K ﹤0.01%
79
670
$5K ﹤0.01%
406
+6
671
$5K ﹤0.01%
300
672
$5K ﹤0.01%
205
673
$5K ﹤0.01%
350
674
$5K ﹤0.01%
200
675
$4K ﹤0.01%
94
25 26
27
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