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
826
$1.45K ﹤0.01%
7
827
$1.41K ﹤0.01%
75
828
$1.35K ﹤0.01%
450
829
$1.34K ﹤0.01%
15
830
$1.34K ﹤0.01%
6
831
$1.31K ﹤0.01%
71
832
$1.26K ﹤0.01%
100
833
$1.25K ﹤0.01%
100
834
$1.25K ﹤0.01%
111
835
$1.24K ﹤0.01%
31
836
$1.22K ﹤0.01%
31
837
$1.22K ﹤0.01%
1
838
$1.2K ﹤0.01%
49
839
$1.19K ﹤0.01%
1
840
$1.17K ﹤0.01%
250
841
$1.16K ﹤0.01%
28
842
$1.13K ﹤0.01%
50
843
$1.09K ﹤0.01%
20
844
$1.09K ﹤0.01%
29
845
$1.08K ﹤0.01%
3
-3
846
$1.08K ﹤0.01%
16
847
$1.05K ﹤0.01%
+50
848
$1.02K ﹤0.01%
72
849
$1.01K ﹤0.01%
21
850
$1.01K ﹤0.01%
8
32 33
34
35 36