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
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$860K
2
+$617K
3
+$445K
4
KEY icon
KeyCorp
KEY
+$439K
5
XOM icon
Exxon Mobil
XOM
+$327K

Top Sells

1
+$892K
2
+$755K
3
+$525K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$499K
5
TASK icon
TaskUs
TASK
+$483K

Sector Composition

1 Technology 13.65%
2 Financials 9.9%
3 Healthcare 7.48%
4 Communication Services 5.79%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
15
777
$1K ﹤0.01%
12
778
$1K ﹤0.01%
154
779
$1K ﹤0.01%
93
780
$1K ﹤0.01%
2
781
$1K ﹤0.01%
218
782
$1K ﹤0.01%
6
783
$1K ﹤0.01%
34
784
$1K ﹤0.01%
8
785
$1K ﹤0.01%
6
786
$1K ﹤0.01%
7
787
$1K ﹤0.01%
21
788
$1K ﹤0.01%
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789
$1K ﹤0.01%
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790
$1K ﹤0.01%
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$1K ﹤0.01%
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792
$1K ﹤0.01%
5
793
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795
– –
0
796
$1K ﹤0.01%
31
797
$1K ﹤0.01%
18
+2
798
$1K ﹤0.01%
20
799
$1K ﹤0.01%
44
800
– –
-21
30 31
32
33 34