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
701
$6.2K ﹤0.01%
303
702
$6.2K ﹤0.01%
+100
703
$6.18K ﹤0.01%
25
704
$6.14K ﹤0.01%
409
705
$6.1K ﹤0.01%
8
706
$6K ﹤0.01%
72
707
$5.93K ﹤0.01%
250
-515
708
$5.87K ﹤0.01%
100
709
$5.86K ﹤0.01%
79
710
$5.82K ﹤0.01%
350
+200
711
$5.82K ﹤0.01%
39,920
712
$5.75K ﹤0.01%
88
713
$5.59K ﹤0.01%
75
714
$5.58K ﹤0.01%
64
715
$5.51K ﹤0.01%
37
716
$5.5K ﹤0.01%
500
717
$5.49K ﹤0.01%
74
718
$5.47K ﹤0.01%
127
719
$5.47K ﹤0.01%
350
720
$5.44K ﹤0.01%
467
721
$5.44K ﹤0.01%
1,600
722
$5.39K ﹤0.01%
245
+1
723
$5.37K ﹤0.01%
107
-1,012
724
$5.34K ﹤0.01%
+222
725
$5.29K ﹤0.01%
31
27 28
29
30 31