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
$181M
AUM Growth
-$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$625K
3
+$463K
4
KEY icon
KeyCorp
KEY
+$395K
5
XOM icon
Exxon Mobil
XOM
+$347K

Top Sells

1
+$815K
2
+$759K
3
+$545K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$536K
5
TASK icon
TaskUs
TASK
+$483K

Sector Composition

1 Technology 13.65%
2 Financials 9.9%
3 Healthcare 7.48%
4 Communication Services 5.79%
5 Consumer Staples 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.13%
4,908
-1,973
152
$228K 0.13%
1,024
+11
153
$227K 0.12%
6,244
-519
154
$225K 0.12%
+2,270
155
$222K 0.12%
1,259
156
$217K 0.12%
1,662
-45
157
$215K 0.12%
8,350
158
$215K 0.12%
2,155
+27
159
$214K 0.12%
4,501
160
$213K 0.12%
4,634
-589
161
$213K 0.12%
2,517
+855
162
$212K 0.12%
12,528
+575
163
$210K 0.12%
1,021
+45
164
$206K 0.11%
1,244
-200
165
$206K 0.11%
2,079
+115
166
$205K 0.11%
3,265
+187
167
$204K 0.11%
1,084
168
$200K 0.11%
3,358
-500
169
$200K 0.11%
453
+1
170
$199K 0.11%
18,048
-418
171
$198K 0.11%
1,224
172
$198K 0.11%
2,377
173
$198K 0.11%
2,297
+532
174
$197K 0.11%
295
175
$197K 0.11%
2,920
-336
5 6
7
8 9