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
$225M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.19M
3
+$598K
4
AMD icon
Advanced Micro Devices
AMD
+$485K
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$422K

Top Sells

1
+$510K
2
+$446K
3
+$408K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$392K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$390K

Sector Composition

1 Technology 18.56%
2 Financials 9.09%
3 Industrials 5.28%
4 Communication Services 4.17%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
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929
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930
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932
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933
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934
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935
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936
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937
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938
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939
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940
– –
-160
34 35 36 37
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