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
776
$1K ﹤0.01%
7
777
$1K ﹤0.01%
+8
778
$1K ﹤0.01%
15
779
$1K ﹤0.01%
154
780
$1K ﹤0.01%
193
+100
781
$1K ﹤0.01%
16
782
$1K ﹤0.01%
488
783
$1K ﹤0.01%
40
784
$1K ﹤0.01%
150
785
$1K ﹤0.01%
25
786
$1K ﹤0.01%
+324
787
$1K ﹤0.01%
+11
788
$1K ﹤0.01%
66
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789
$1K ﹤0.01%
1
790
$1K ﹤0.01%
49
791
$1K ﹤0.01%
25
792
$1K ﹤0.01%
13
793
$1K ﹤0.01%
20
-20
794
$1K ﹤0.01%
134
795
$1K ﹤0.01%
42
796
$1K ﹤0.01%
17
797
$1K ﹤0.01%
+150
798
$1K ﹤0.01%
31
799
$1K ﹤0.01%
36
800
$1K ﹤0.01%
211
30 31
32
33 34