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
701
$3K ﹤0.01%
6
-2
702
$3K ﹤0.01%
55
703
$3K ﹤0.01%
150
704
$3K ﹤0.01%
100
705
$3K ﹤0.01%
78
706
$3K ﹤0.01%
40
-75
707
$3K ﹤0.01%
134
708
$3K ﹤0.01%
500
709
$3K ﹤0.01%
100
710
$3K ﹤0.01%
100
711
$3K ﹤0.01%
39
712
$3K ﹤0.01%
+15
713
$3K ﹤0.01%
300
714
$3K ﹤0.01%
42
715
$3K ﹤0.01%
5
716
$3K ﹤0.01%
15
717
$3K ﹤0.01%
100
718
$3K ﹤0.01%
140
719
$3K ﹤0.01%
75
720
$3K ﹤0.01%
654
721
$3K ﹤0.01%
272
722
$3K ﹤0.01%
+104
723
$3K ﹤0.01%
85
724
$2K ﹤0.01%
25
725
$2K ﹤0.01%
42
27 28
29
30 31