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
176
$196K 0.11%
968
+17
177
$194K 0.11%
1,014
-25
178
$193K 0.11%
9,072
179
$192K 0.11%
430
180
$191K 0.11%
1,200
181
$190K 0.1%
2,810
+250
182
$185K 0.1%
5,810
+2
183
$185K 0.1%
1,704
+51
184
$184K 0.1%
2,924
185
$178K 0.1%
1,037
-300
186
$177K 0.1%
835
187
$176K 0.1%
585
188
$174K 0.1%
5,456
+1,185
189
$173K 0.1%
3,641
190
$173K 0.1%
1,494
-180
191
$172K 0.09%
12,684
+24
192
$170K 0.09%
3,048
-11
193
$170K 0.09%
2,519
-24
194
$169K 0.09%
2,161
195
$168K 0.09%
2,800
-400
196
$168K 0.09%
3,059
+7
197
$166K 0.09%
7,870
198
$164K 0.09%
335
199
$161K 0.09%
1,479
200
$161K 0.09%
687
6 7
8
9 10