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
851
$969 ﹤0.01%
30
852
$926 ﹤0.01%
488
853
$910 ﹤0.01%
19
854
$879 ﹤0.01%
93
855
$876 ﹤0.01%
300
856
$807 ﹤0.01%
100
857
$785 ﹤0.01%
11
858
$738 ﹤0.01%
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859
$713 ﹤0.01%
25
860
$679 ﹤0.01%
16
861
$647 ﹤0.01%
30
862
$639 ﹤0.01%
17
-67
863
$573 ﹤0.01%
15
864
$568 ﹤0.01%
158
865
$512 ﹤0.01%
324
866
$511 ﹤0.01%
17
867
$464 ﹤0.01%
8
868
$448 ﹤0.01%
34
869
$429 ﹤0.01%
10
870
$402 ﹤0.01%
35
871
$384 ﹤0.01%
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872
$346 ﹤0.01%
20
873
$334 ﹤0.01%
214
874
$304 ﹤0.01%
20
875
$303 ﹤0.01%
11
33 34
35
36 37