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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$777K
3
+$415K
4
UPST icon
Upstart Holdings
UPST
+$379K
5
SLF icon
Sun Life Financial
SLF
+$347K

Top Sells

1
+$3.58M
2
+$1.65M
3
+$1.16M
4
PFE icon
Pfizer
PFE
+$795K
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$780K

Sector Composition

1 Technology 13.03%
2 Financials 10.22%
3 Consumer Staples 5.17%
4 Communication Services 4.99%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
135
-140
652
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272
653
$4K ﹤0.01%
100
654
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655
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72
656
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22
-1
657
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80
658
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659
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660
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661
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30
662
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663
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664
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665
$4K ﹤0.01%
69
666
$4K ﹤0.01%
114
667
$4K ﹤0.01%
4,396
+23
668
$4K ﹤0.01%
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669
$4K ﹤0.01%
1,897
670
$4K ﹤0.01%
500
671
$4K ﹤0.01%
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672
$4K ﹤0.01%
+74
673
$4K ﹤0.01%
93
674
$4K ﹤0.01%
20
-40
675
$4K ﹤0.01%
25
25 26
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