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
$150M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$447K
3
+$393K
4
IAU icon
iShares Gold Trust
IAU
+$275K
5
WBD icon
Warner Bros
WBD
+$151K

Top Sells

1
+$1.83M
2
+$431K
3
+$427K
4
DE icon
Deere & Co
DE
+$349K
5
NVDA icon
NVIDIA
NVDA
+$303K

Sector Composition

1 Technology 12.21%
2 Healthcare 9.27%
3 Financials 9.19%
4 Communication Services 5.37%
5 Consumer Staples 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$398K 0.27%
9,340
+250
77
$397K 0.26%
8,683
-6,066
78
$397K 0.26%
2,142
+9
79
$394K 0.26%
12,483
-1,697
80
$384K 0.26%
8,044
+527
81
$383K 0.26%
8,460
-2,240
82
$377K 0.25%
5,583
+29
83
$377K 0.25%
1,693
84
$369K 0.25%
2,547
+279
85
$368K 0.25%
1,342
+6
86
$367K 0.24%
5,917
-295
87
$365K 0.24%
1,548
-140
88
$364K 0.24%
5,280
+600
89
$363K 0.24%
13,568
-1,350
90
$360K 0.24%
1,366
91
$357K 0.24%
2,330
+10
92
$355K 0.24%
8,498
93
$353K 0.24%
4,002
+2
94
$345K 0.23%
10,019
+159
95
$340K 0.23%
3,893
-814
96
$339K 0.23%
6,900
+48
97
$333K 0.22%
1,464
98
$331K 0.22%
11,950
+200
99
$331K 0.22%
690
+28
100
$324K 0.22%
4,322
+1
2 3
4
5 6