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
151
$292K 0.13%
2,854
-482
152
$280K 0.12%
1,654
+775
153
$278K 0.12%
563
-79
154
$273K 0.12%
351
+96
155
$269K 0.12%
2,815
+4
156
$268K 0.12%
1,394
-95
157
$266K 0.12%
3,523
-210
158
$265K 0.12%
11,150
-600
159
$265K 0.12%
32,084
-1,307
160
$263K 0.12%
3,425
-147
161
$263K 0.12%
8,159
+1,514
162
$260K 0.12%
1,248
163
$257K 0.11%
4,147
-1,323
164
$257K 0.11%
4,434
+1,969
165
$256K 0.11%
760
166
$252K 0.11%
2,010
-20
167
$252K 0.11%
3,291
-199
168
$251K 0.11%
1,482
169
$250K 0.11%
2,664
+554
170
$247K 0.11%
620
171
$242K 0.11%
1,977
-788
172
$240K 0.11%
4,308
+121
173
$236K 0.1%
11,869
+219
174
$234K 0.1%
3,117
-435
175
$233K 0.1%
8,356
-1,043
5 6
7
8 9