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
101
$467K 0.21%
5,970
-57
102
$464K 0.21%
5,905
+18
103
$462K 0.2%
8,510
+1,244
104
$459K 0.2%
1,431
+50
105
$445K 0.2%
3,611
-275
106
$444K 0.2%
18,833
+18,233
107
$440K 0.19%
3,979
+306
108
$428K 0.19%
2,244
+52
109
$420K 0.19%
6,485
-181
110
$418K 0.19%
2,048
-119
111
$418K 0.19%
15,111
+3,263
112
$414K 0.18%
3,040
+200
113
$411K 0.18%
10,631
+5,732
114
$407K 0.18%
1,505
+133
115
$407K 0.18%
6,344
+466
116
$407K 0.18%
7,745
+945
117
$391K 0.17%
2,969
+18
118
$386K 0.17%
2,068
119
$380K 0.17%
+13,420
120
$378K 0.17%
2,077
+60
121
$364K 0.16%
2,890
-29
122
$360K 0.16%
1,412
123
$358K 0.16%
8,536
+1,173
124
$358K 0.16%
48,975
+3,975
125
$341K 0.15%
931
-49
3 4
5
6 7