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
776
$3.09K ﹤0.01%
79
777
$3.05K ﹤0.01%
84
778
$2.97K ﹤0.01%
12
779
$2.94K ﹤0.01%
55
780
$2.88K ﹤0.01%
654
781
$2.87K ﹤0.01%
35
782
$2.83K ﹤0.01%
800
783
$2.8K ﹤0.01%
85
-337
784
$2.67K ﹤0.01%
3,049
785
$2.66K ﹤0.01%
2
786
$2.65K ﹤0.01%
200
787
$2.64K ﹤0.01%
18
+5
788
$2.63K ﹤0.01%
250
789
$2.54K ﹤0.01%
100
790
$2.49K ﹤0.01%
141
791
$2.47K ﹤0.01%
100
792
$2.41K ﹤0.01%
1,897
793
$2.39K ﹤0.01%
37
794
$2.37K ﹤0.01%
+22
795
$2.36K ﹤0.01%
47
796
$2.34K ﹤0.01%
144
797
$2.31K ﹤0.01%
18
798
$2.27K ﹤0.01%
80
799
$2.24K ﹤0.01%
46
800
$2.23K ﹤0.01%
416
30 31
32
33 34