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
676
$4K ﹤0.01%
25
+10
677
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350
678
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200
679
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410
-50
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55
681
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75
682
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100
683
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-1
684
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-1
685
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600
686
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39
+20
687
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114
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145
689
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25
690
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+100
691
$3K ﹤0.01%
12
692
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694
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84
695
$3K ﹤0.01%
79
696
$3K ﹤0.01%
1,021
697
$3K ﹤0.01%
37
698
$3K ﹤0.01%
140
699
$3K ﹤0.01%
136
700
$3K ﹤0.01%
30
26 27
28
29 30