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
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
100
702
$4K ﹤0.01%
6
+1
703
$3K ﹤0.01%
12
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+200
705
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84
706
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707
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6
708
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+1,200
709
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50
+25
710
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+136
711
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55
712
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715
$3K ﹤0.01%
3,049
716
$3K ﹤0.01%
100
717
$3K ﹤0.01%
100
718
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719
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720
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15
721
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+100
722
$3K ﹤0.01%
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-42
723
$3K ﹤0.01%
5
724
$3K ﹤0.01%
15
725
$3K ﹤0.01%
94
27 28
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