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

Top Sells

1
+$510K
2
+$509K
3
+$449K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$397K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$392K

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
651
$8.99K ﹤0.01%
401
652
$8.99K ﹤0.01%
550
653
$8.91K ﹤0.01%
1,110
-157
654
$8.9K ﹤0.01%
130
655
$8.88K ﹤0.01%
251
-123
656
$8.85K ﹤0.01%
+250
657
$8.68K ﹤0.01%
25
658
$8.6K ﹤0.01%
300
659
$8.58K ﹤0.01%
34
660
$8.54K ﹤0.01%
86
661
$8.49K ﹤0.01%
250
662
$8.36K ﹤0.01%
5,258
663
$8.35K ﹤0.01%
140
664
$8.25K ﹤0.01%
262
665
$8.24K ﹤0.01%
70
666
$8.23K ﹤0.01%
103
667
$8.16K ﹤0.01%
350
668
$8.14K ﹤0.01%
113
669
$7.98K ﹤0.01%
65
-77
670
$7.82K ﹤0.01%
30
671
$7.78K ﹤0.01%
+33
672
$7.71K ﹤0.01%
50
-5
673
$7.61K ﹤0.01%
129
674
$7.59K ﹤0.01%
190
675
$7.48K ﹤0.01%
236
25 26
27
28 29