TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$644K
2
+$490K
3
+$414K
4
IAU icon
iShares Gold Trust
IAU
+$285K
5
WBD icon
Warner Bros
WBD
+$209K

Top Sells

1
+$1.91M
2
+$467K
3
+$429K
4
T icon
AT&T
T
+$410K
5
NVDA icon
NVIDIA
NVDA
+$377K

Sector Composition

1 Technology 12.2%
2 Healthcare 9.27%
3 Financials 9.23%
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%
47
752
$2K ﹤0.01%
114
753
$2K ﹤0.01%
+71
754
$2K ﹤0.01%
66
755
$2K ﹤0.01%
109
756
$2K ﹤0.01%
100
757
$2K ﹤0.01%
+100
758
$2K ﹤0.01%
750
759
$2K ﹤0.01%
214
760
$2K ﹤0.01%
+150
761
$2K ﹤0.01%
272
762
$2K ﹤0.01%
10
763
$2K ﹤0.01%
63
764
$2K ﹤0.01%
104
765
$2K ﹤0.01%
28
766
$2K ﹤0.01%
130
767
$2K ﹤0.01%
92
768
$2K ﹤0.01%
+111
769
$2K ﹤0.01%
47
770
$2K ﹤0.01%
500
771
$2K ﹤0.01%
100
772
$2K ﹤0.01%
+416
773
$2K ﹤0.01%
42
774
$2K ﹤0.01%
+200
775
$1K ﹤0.01%
+8
29 30
31
32 33