TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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 +$644K
2 +$490K
3 +$414K
4
IAU icon
iShares Gold Trust
IAU
+$285K
5
WBD icon
Warner Bros
WBD
+$209K

Top Sells

1 +$1.91M
2 +$467K
3 +$429K
4
T icon
AT&T
T
+$410K
5
NVDA icon
NVIDIA
NVDA
+$377K

Sector Composition

1 Technology 12.2%
2 Healthcare 9.27%
3 Financials 9.23%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$0 ﹤0.01%
13
902
-200
903
0
904
$0 ﹤0.01%
1
905
0
906
$0 ﹤0.01%
4
907
$0 ﹤0.01%
18
908
-20