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
751
$3.93K ﹤0.01%
30
752
$3.91K ﹤0.01%
112
753
$3.9K ﹤0.01%
387
754
$3.86K ﹤0.01%
58
755
$3.84K ﹤0.01%
74
756
$3.82K ﹤0.01%
17
757
$3.77K ﹤0.01%
700
758
$3.69K ﹤0.01%
7
759
$3.66K ﹤0.01%
52
760
$3.63K ﹤0.01%
+842
761
$3.53K ﹤0.01%
+300
762
$3.52K ﹤0.01%
200
763
$3.5K ﹤0.01%
220
764
$3.47K ﹤0.01%
60
765
$3.46K ﹤0.01%
84
766
$3.37K ﹤0.01%
17
767
$3.32K ﹤0.01%
+200
768
$3.31K ﹤0.01%
135
769
$3.23K ﹤0.01%
75
770
$3.21K ﹤0.01%
50
771
$3.2K ﹤0.01%
100
-166
772
$3.16K ﹤0.01%
176
773
$3.13K ﹤0.01%
144
+64
774
$3.12K ﹤0.01%
20
775
$3.12K ﹤0.01%
166
29 30
31
32 33