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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$777K
3
+$415K
4
UPST icon
Upstart Holdings
UPST
+$379K
5
SLF icon
Sun Life Financial
SLF
+$347K

Top Sells

1
+$3.58M
2
+$1.65M
3
+$1.16M
4
PFE icon
Pfizer
PFE
+$795K
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$780K

Sector Composition

1 Technology 13.03%
2 Financials 10.22%
3 Consumer Staples 5.17%
4 Communication Services 4.99%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
111
727
$2K ﹤0.01%
71
728
$2K ﹤0.01%
66
729
$2K ﹤0.01%
6
730
$2K ﹤0.01%
1,000
-200
731
$2K ﹤0.01%
100
732
$2K ﹤0.01%
55
733
$2K ﹤0.01%
200
+50
734
$2K ﹤0.01%
200
735
$2K ﹤0.01%
100
736
$2K ﹤0.01%
144
737
$2K ﹤0.01%
78
738
$2K ﹤0.01%
100
739
$2K ﹤0.01%
200
740
$2K ﹤0.01%
17
741
$2K ﹤0.01%
100
-400
742
$2K ﹤0.01%
47
743
$2K ﹤0.01%
100
744
$2K ﹤0.01%
+42
745
$2K ﹤0.01%
416
746
$2K ﹤0.01%
214
747
$2K ﹤0.01%
37
748
$2K ﹤0.01%
100
749
$2K ﹤0.01%
22
750
$2K ﹤0.01%
45
28 29
30
31 32