TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
-13.75%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
-$31.6M
(-17%)
Cap. Flow
-$3.46M
Cap. Flow
% of AUM
-2.31%
Top 10 Holdings %
Top 10 Hldgs %
25.3%
Holding
908
New
73
Increased
197
Reduced
125
Closed
34
Top Buys
| 1 |
Palantir
PLTR
|
+$591K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$447K |
| 3 |
Exxon Mobil
XOM
|
+$393K |
| 4 |
iShares Gold Trust
IAU
|
+$275K |
| 5 |
Warner Bros
WBD
|
+$151K |
Top Sells
| 1 |
Procter & Gamble
PG
|
+$1.83M |
| 2 |
AT&T
T
|
+$431K |
| 3 |
FS KKR Capital
FSK
|
+$427K |
| 4 |
Deere & Co
DE
|
+$349K |
| 5 |
NVIDIA
NVDA
|
+$303K |
Sector Composition
| 1 | Technology | 12.21% |
| 2 | Healthcare | 9.27% |
| 3 | Financials | 9.19% |
| 4 | Communication Services | 5.37% |
| 5 | Consumer Staples | 5.28% |
