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
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 9.03%
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
51
$823K 0.36%
4,110
-201
52
$803K 0.36%
2,570
+13
53
$798K 0.35%
4,539
-223
54
$791K 0.35%
5,355
-253
55
$749K 0.33%
2,658
-55
56
$749K 0.33%
6,194
-126
57
$745K 0.33%
3,977
-210
58
$745K 0.33%
12,263
+1,078
59
$744K 0.33%
17,674
-2,961
60
$744K 0.33%
27,667
-260
61
$743K 0.33%
6,157
+300
62
$742K 0.33%
14,867
-20
63
$742K 0.33%
2,862
+75
64
$725K 0.32%
1,492
+231
65
$717K 0.32%
10,923
-511
66
$716K 0.32%
25,625
+21,955
67
$705K 0.31%
16,684
-3,797
68
$701K 0.31%
6,751
+2,621
69
$682K 0.3%
7,911
+159
70
$663K 0.29%
5,348
+892
71
$656K 0.29%
1,828
72
$655K 0.29%
17,733
-3,740
73
$649K 0.29%
20,515
-1,649
74
$639K 0.28%
31,258
-4,971
75
$639K 0.28%
3,495
+1,635
1 2
3
4 5