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
876
$290 ﹤0.01%
22
877
$283 ﹤0.01%
3
878
$282 ﹤0.01%
13
879
$264 ﹤0.01%
5
880
$235 ﹤0.01%
5
881
$223 ﹤0.01%
46
882
$214 ﹤0.01%
50
883
$200 ﹤0.01%
7
884
$151 ﹤0.01%
50
885
$149 ﹤0.01%
14
886
$147 ﹤0.01%
4
887
$119 ﹤0.01%
17
888
$106 ﹤0.01%
44
889
$104 ﹤0.01%
2
890
$103 ﹤0.01%
2
891
$103 ﹤0.01%
4
892
$95 ﹤0.01%
11
893
$86 ﹤0.01%
4
894
$79 ﹤0.01%
1
895
$76 ﹤0.01%
4
896
$58 ﹤0.01%
13
-1
897
$58 ﹤0.01%
7
898
$57 ﹤0.01%
1
899
$47 ﹤0.01%
8
900
$27 ﹤0.01%
2
34 35
36
37 38