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
801
$2.21K ﹤0.01%
33
802
$2.19K ﹤0.01%
42
803
$2.18K ﹤0.01%
23
804
$2.17K ﹤0.01%
71
805
$2.15K ﹤0.01%
10
806
$2.15K ﹤0.01%
48
-350
807
$2.14K ﹤0.01%
107
-138
808
$2.09K ﹤0.01%
4
809
$2.03K ﹤0.01%
320
810
$2K ﹤0.01%
27
-23
811
$2K ﹤0.01%
100
812
$1.99K ﹤0.01%
42
813
$1.93K ﹤0.01%
81
+1
814
$1.85K ﹤0.01%
53
815
$1.84K ﹤0.01%
80
816
$1.84K ﹤0.01%
20
-40
817
$1.8K ﹤0.01%
153
818
$1.8K ﹤0.01%
217
819
$1.78K ﹤0.01%
28
820
$1.74K ﹤0.01%
6
821
$1.73K ﹤0.01%
26
822
$1.53K ﹤0.01%
15
823
$1.46K ﹤0.01%
5
824
$1.46K ﹤0.01%
22
825
$1.45K ﹤0.01%
300
31 32
33
34 35