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
101
$319K 0.21%
2,742
+48
102
$319K 0.21%
2,224
-232
103
$318K 0.21%
3,672
104
$306K 0.2%
2,128
-12,721
105
$303K 0.2%
2,404
+25
106
$296K 0.2%
6,429
+360
107
$293K 0.2%
12,614
-1,434
108
$290K 0.19%
5,247
+206
109
$284K 0.19%
3,063
-86
110
$284K 0.19%
2,856
+25
111
$281K 0.19%
1,573
+2
112
$280K 0.19%
5,195
+5
113
$275K 0.18%
+8,007
114
$275K 0.18%
14,746
-108
115
$274K 0.18%
2,692
+5
116
$273K 0.18%
3,037
+1
117
$272K 0.18%
2,941
+179
118
$265K 0.18%
8,000
119
$263K 0.18%
29,826
+501
120
$257K 0.17%
3,334
+14
121
$256K 0.17%
2,385
122
$254K 0.17%
2,232
-37
123
$252K 0.17%
1,495
124
$252K 0.17%
10,600
125
$252K 0.17%
491
-159
3 4
5
6 7