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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$777K
3
+$415K
4
UPST icon
Upstart Holdings
UPST
+$379K
5
SLF icon
Sun Life Financial
SLF
+$347K

Top Sells

1
+$3.58M
2
+$1.65M
3
+$1.16M
4
PFE icon
Pfizer
PFE
+$795K
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$780K

Sector Composition

1 Technology 13.03%
2 Financials 10.25%
3 Consumer Staples 5.17%
4 Communication Services 4.99%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+15
777
$1K ﹤0.01%
66
778
$1K ﹤0.01%
1
779
$1K ﹤0.01%
49
780
$1K ﹤0.01%
25
781
$1K ﹤0.01%
20
782
$1K ﹤0.01%
134
783
$1K ﹤0.01%
42
784
$1K ﹤0.01%
17
785
$1K ﹤0.01%
8
786
$1K ﹤0.01%
50
-100
787
$1K ﹤0.01%
31
788
$1K ﹤0.01%
36
789
$1K ﹤0.01%
500
790
$1K ﹤0.01%
218
791
$1K ﹤0.01%
42
792
$1K ﹤0.01%
90
-110
793
$1K ﹤0.01%
400
794
$1K ﹤0.01%
11
795
$1K ﹤0.01%
15
796
$1K ﹤0.01%
50
797
$1K ﹤0.01%
23
798
$1K ﹤0.01%
13
-610
799
$1K ﹤0.01%
6
800
$1K ﹤0.01%
80
30 31
32
33 34