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
726
$2K ﹤0.01%
92
727
$2K ﹤0.01%
19
728
$2K ﹤0.01%
114
729
$2K ﹤0.01%
109
730
$2K ﹤0.01%
100
-59
731
$2K ﹤0.01%
100
732
$2K ﹤0.01%
17
733
$2K ﹤0.01%
42
734
$2K ﹤0.01%
+100
735
$2K ﹤0.01%
47
736
$2K ﹤0.01%
500
737
$2K ﹤0.01%
42
738
$2K ﹤0.01%
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739
$2K ﹤0.01%
15
740
$2K ﹤0.01%
23
741
$2K ﹤0.01%
100
742
$2K ﹤0.01%
10
743
$2K ﹤0.01%
63
744
$2K ﹤0.01%
4
745
$2K ﹤0.01%
+28
746
$2K ﹤0.01%
190
747
$2K ﹤0.01%
500
748
$1K ﹤0.01%
15
749
$1K ﹤0.01%
5
750
$1K ﹤0.01%
44
28 29
30
31 32