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 9.22%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+50
827
$1K ﹤0.01%
+17
828
$1K ﹤0.01%
+7
829
$1K ﹤0.01%
31
830
$1K ﹤0.01%
44
831
$0 ﹤0.01%
8
832
– –
-400
833
– –
0
834
$0 ﹤0.01%
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835
$0 ﹤0.01%
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836
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-1,000
837
$0 ﹤0.01%
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838
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839
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840
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841
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10
842
– –
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843
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844
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845
– –
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846
$0 ﹤0.01%
8
847
$0 ﹤0.01%
+4
848
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849
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-7
850
$0 ﹤0.01%
18
32 33
34
35 36