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
51
$663K 0.44%
16,120
+1,439
52
$653K 0.44%
13,038
+2,661
53
$647K 0.43%
13,394
+471
54
$640K 0.43%
20,352
+4,506
55
$640K 0.43%
2,592
+43
56
$637K 0.42%
70,240
+65,140
57
$630K 0.42%
10,607
+3
58
$600K 0.4%
3,601
-415
59
$593K 0.4%
7,435
+172
60
$588K 0.39%
11,586
-385
61
$581K 0.39%
7,700
62
$552K 0.37%
20,150
+650
63
$549K 0.37%
12,416
-3,516
64
$523K 0.35%
6,556
65
$519K 0.35%
2,640
66
$513K 0.34%
8,158
+170
67
$502K 0.33%
4,462
-252
68
$490K 0.33%
13,300
69
$483K 0.32%
20,438
+1,307
70
$475K 0.32%
4,789
-2,883
71
$465K 0.31%
1,792
-3
72
$451K 0.3%
5,822
-17
73
$429K 0.29%
4,915
+1
74
$415K 0.28%
4,399
-147
75
$407K 0.27%
5,826
+403
1 2
3
4 5