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
126
$332K 0.15%
8,498
127
$331K 0.15%
1,234
-14
128
$331K 0.15%
3,292
-235
129
$330K 0.15%
14,040
+6,000
130
$328K 0.15%
3,753
-3,200
131
$328K 0.15%
3,363
+175
132
$325K 0.14%
2,411
133
$325K 0.14%
27,189
-1,551
134
$324K 0.14%
2,358
-191
135
$323K 0.14%
2,448
+438
136
$315K 0.14%
6,520
+373
137
$312K 0.14%
1,760
+1,244
138
$310K 0.14%
756
139
$310K 0.14%
15,725
-1,350
140
$310K 0.14%
4,054
-863
141
$309K 0.14%
14,415
-400
142
$309K 0.14%
13,582
-1,225
143
$305K 0.14%
1,881
-175
144
$302K 0.13%
1,635
145
$302K 0.13%
3,910
+50
146
$301K 0.13%
17,824
147
$301K 0.13%
3,772
+336
148
$296K 0.13%
4,084
+800
149
$296K 0.13%
1,874
-60
150
$293K 0.13%
1,304
+974
4 5
6
7 8