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
76
$634K 0.28%
5,376
+700
77
$623K 0.28%
8,515
+916
78
$617K 0.27%
10,751
+2,063
79
$613K 0.27%
6,310
-300
80
$580K 0.26%
8,799
+17
81
$576K 0.25%
1,673
+46
82
$575K 0.25%
27,425
-4,924
83
$563K 0.25%
11,100
+1,600
84
$559K 0.25%
7,478
+836
85
$542K 0.24%
2,622
-121
86
$541K 0.24%
5,526
-355
87
$536K 0.24%
8,996
-5,160
88
$535K 0.24%
15,358
+1,451
89
$517K 0.23%
3,269
-55
90
$515K 0.23%
7,358
+100
91
$507K 0.22%
1,321
-88
92
$504K 0.22%
2,881
-342
93
$500K 0.22%
5,836
+100
94
$493K 0.22%
672
-31
95
$491K 0.22%
10,338
-624
96
$478K 0.21%
9,543
-324
97
$478K 0.21%
8,735
-450
98
$476K 0.21%
8,727
99
$473K 0.21%
17,043
+1,102
100
$470K 0.21%
8,000
2 3
4
5 6