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
676
$7.45K ﹤0.01%
11
677
$7.44K ﹤0.01%
50
678
$7.41K ﹤0.01%
+200
679
$7.39K ﹤0.01%
+570
680
$7.33K ﹤0.01%
62
681
$7.23K ﹤0.01%
+69
682
$7.17K ﹤0.01%
25
683
$7.07K ﹤0.01%
30
684
$7.07K ﹤0.01%
+1,200
685
$7.06K ﹤0.01%
118
-322
686
$6.94K ﹤0.01%
62
687
$6.9K ﹤0.01%
50
688
$6.77K ﹤0.01%
618
689
$6.77K ﹤0.01%
31
690
$6.75K ﹤0.01%
434
691
$6.73K ﹤0.01%
250
692
$6.65K ﹤0.01%
213
693
$6.63K ﹤0.01%
57
694
$6.46K ﹤0.01%
+30
695
$6.44K ﹤0.01%
12
696
$6.42K ﹤0.01%
100
697
$6.38K ﹤0.01%
36
698
$6.37K ﹤0.01%
37
699
$6.29K ﹤0.01%
16
700
$6.21K ﹤0.01%
89
26 27
28
29 30