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
176
$152K 0.1%
2,924
177
$151K 0.1%
5,813
+3
178
$151K 0.1%
3,641
179
$151K 0.1%
+11,283
180
$150K 0.1%
1,200
181
$150K 0.1%
2,759
-1,896
182
$149K 0.1%
14,220
+5,136
183
$148K 0.1%
1,805
+385
184
$146K 0.1%
307
+12
185
$144K 0.1%
729
-755
186
$144K 0.1%
2,821
-238
187
$143K 0.1%
5,029
+29
188
$142K 0.09%
1,004
189
$142K 0.09%
2,519
190
$142K 0.09%
1,290
191
$141K 0.09%
3,599
-2,007
192
$140K 0.09%
2,161
193
$139K 0.09%
335
194
$139K 0.09%
3,025
+925
195
$138K 0.09%
1,084
196
$138K 0.09%
1,913
+15
197
$135K 0.09%
12,128
-400
198
$135K 0.09%
1,930
199
$135K 0.09%
3,050
200
$135K 0.09%
784
+29
6 7
8
9 10