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
151
$196K 0.13%
3,910
-73
152
$192K 0.13%
9,072
153
$190K 0.13%
6,007
+3,060
154
$187K 0.12%
1,947
-132
155
$185K 0.12%
9,547
-22,045
156
$185K 0.12%
845
-10
157
$184K 0.12%
2,404
+205
158
$184K 0.12%
2,297
159
$181K 0.12%
2,592
+75
160
$180K 0.12%
1,244
161
$178K 0.12%
3,490
+225
162
$172K 0.11%
399
-54
163
$169K 0.11%
968
164
$169K 0.11%
5,571
-367
165
$168K 0.11%
1,455
-567
166
$167K 0.11%
1,224
167
$165K 0.11%
7,870
168
$164K 0.11%
18,264
+216
169
$163K 0.11%
4,524
+23
170
$163K 0.11%
2,648
+90
171
$162K 0.11%
3,000
+200
172
$161K 0.11%
17,337
+7,326
173
$159K 0.11%
4,134
-500
174
$156K 0.1%
2,928
+8
175
$156K 0.1%
1,709
+5
5 6
7
8 9