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
676
$4K ﹤0.01%
28
677
$4K ﹤0.01%
25
+14
678
$4K ﹤0.01%
68
+53
679
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23
680
$4K ﹤0.01%
84
681
$4K ﹤0.01%
79
682
$4K ﹤0.01%
200
683
$4K ﹤0.01%
144
684
$4K ﹤0.01%
100
685
$4K ﹤0.01%
100
686
$4K ﹤0.01%
39
687
$4K ﹤0.01%
96
688
$4K ﹤0.01%
35
689
$4K ﹤0.01%
145
690
$4K ﹤0.01%
93
691
$4K ﹤0.01%
176
692
$4K ﹤0.01%
15
+8
693
$4K ﹤0.01%
150
694
$4K ﹤0.01%
800
695
$4K ﹤0.01%
127
696
$4K ﹤0.01%
72
697
$4K ﹤0.01%
100
698
$4K ﹤0.01%
12,820
699
$3K ﹤0.01%
18
700
$3K ﹤0.01%
47
26 27
28
29 30