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
726
$5.28K ﹤0.01%
105
727
$5.25K ﹤0.01%
200
728
$5.13K ﹤0.01%
17
729
$5.12K ﹤0.01%
204
730
$5.07K ﹤0.01%
90
731
$5.01K ﹤0.01%
15
732
$5K ﹤0.01%
32
733
$4.93K ﹤0.01%
55
734
$4.93K ﹤0.01%
+100
735
$4.93K ﹤0.01%
450
-1
736
$4.92K ﹤0.01%
128
737
$4.88K ﹤0.01%
84
738
$4.8K ﹤0.01%
93
739
$4.78K ﹤0.01%
200
740
$4.68K ﹤0.01%
60
741
$4.66K ﹤0.01%
72
742
$4.64K ﹤0.01%
+100
743
$4.57K ﹤0.01%
300
744
$4.56K ﹤0.01%
104
-52
745
$4.52K ﹤0.01%
51
-25
746
$4.51K ﹤0.01%
301
-283
747
$4.47K ﹤0.01%
935
+750
748
$4.3K ﹤0.01%
2,000
749
$4.28K ﹤0.01%
203
+150
750
$3.99K ﹤0.01%
30
-45
28 29
30
31 32