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
801
$1K ﹤0.01%
+400
802
$1K ﹤0.01%
+11
803
$1K ﹤0.01%
15
804
$1K ﹤0.01%
23
805
$1K ﹤0.01%
6
806
$1K ﹤0.01%
+80
807
$1K ﹤0.01%
300
808
$1K ﹤0.01%
16
809
$1K ﹤0.01%
+26
810
$1K ﹤0.01%
+38
811
$1K ﹤0.01%
+250
812
$1K ﹤0.01%
5
813
$1K ﹤0.01%
13
814
$1K ﹤0.01%
+22
815
$1K ﹤0.01%
14
816
$1K ﹤0.01%
+30
817
$1K ﹤0.01%
153
818
$1K ﹤0.01%
5
819
$1K ﹤0.01%
50
820
$1K ﹤0.01%
100
821
$1K ﹤0.01%
10
-47
822
$1K ﹤0.01%
19
823
$1K ﹤0.01%
28
824
$1K ﹤0.01%
10
825
$1K ﹤0.01%
+27
31 32
33
34 35