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