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
776
$1K ﹤0.01%
+27
777
$1K ﹤0.01%
+50
778
$1K ﹤0.01%
+17
779
$1K ﹤0.01%
+7
780
$1K ﹤0.01%
31
781
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44
782
$1K ﹤0.01%
38
-4
783
$1K ﹤0.01%
66
+1
784
$1K ﹤0.01%
17
785
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36
786
$1K ﹤0.01%
218
787
$1K ﹤0.01%
10
-47
788
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19
789
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7
790
$1K ﹤0.01%
15
791
$1K ﹤0.01%
154
792
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193
+100
793
$1K ﹤0.01%
16
794
$1K ﹤0.01%
488
795
$1K ﹤0.01%
40
796
$1K ﹤0.01%
150
797
$1K ﹤0.01%
25
798
$1K ﹤0.01%
+324
799
$1K ﹤0.01%
+11
800
$1K ﹤0.01%
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