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
751
$2K ﹤0.01%
100
752
$2K ﹤0.01%
+200
753
$2K ﹤0.01%
17
754
$2K ﹤0.01%
+8
755
$2K ﹤0.01%
47
756
$2K ﹤0.01%
500
757
$2K ﹤0.01%
+416
758
$2K ﹤0.01%
42
759
$2K ﹤0.01%
+200
760
$2K ﹤0.01%
214
761
$2K ﹤0.01%
+150
762
$2K ﹤0.01%
37
-1
763
$2K ﹤0.01%
+200
764
$2K ﹤0.01%
+22
765
$2K ﹤0.01%
45
-1,500
766
$2K ﹤0.01%
244
-8,400
767
$2K ﹤0.01%
205
768
$2K ﹤0.01%
+200
769
$2K ﹤0.01%
75
770
$2K ﹤0.01%
64
-236
771
$2K ﹤0.01%
272
772
$2K ﹤0.01%
10
773
$2K ﹤0.01%
63
774
$2K ﹤0.01%
104
775
$1K ﹤0.01%
38
-4
29 30
31
32 33