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
651
$6K ﹤0.01%
+200
652
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100
653
$5K ﹤0.01%
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654
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30
655
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200
656
$5K ﹤0.01%
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657
$5K ﹤0.01%
37
658
$5K ﹤0.01%
+83
659
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60
660
$5K ﹤0.01%
+3,049
661
$5K ﹤0.01%
36
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$5K ﹤0.01%
10
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667
$5K ﹤0.01%
406
+6
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$5K ﹤0.01%
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669
$5K ﹤0.01%
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670
$5K ﹤0.01%
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671
$5K ﹤0.01%
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672
$5K ﹤0.01%
100
673
$5K ﹤0.01%
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674
$5K ﹤0.01%
750
675
$4K ﹤0.01%
94
25 26
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