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
State Street 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 9.06%
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
176
$232K 0.1%
2,748
177
$232K 0.1%
1,188
-128
178
$230K 0.1%
5,056
-2,889
179
$226K 0.1%
4,507
-450
180
$225K 0.1%
3,524
+170
181
$221K 0.1%
6,177
+62
182
$218K 0.1%
3,750
183
$217K 0.1%
1,059
184
$215K 0.1%
845
-12
185
$214K 0.09%
5,208
-870
186
$213K 0.09%
1,169
-257
187
$209K 0.09%
1,096
+322
188
$209K 0.09%
2,850
-50
189
$207K 0.09%
3,446
-82
190
$207K 0.09%
+2,050
191
$206K 0.09%
6,500
+1,000
192
$204K 0.09%
+1,408
193
$203K 0.09%
673
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194
$202K 0.09%
484
+3
195
$196K 0.09%
1,013
196
$191K 0.08%
1,065
197
$189K 0.08%
4,505
-3,502
198
$188K 0.08%
194
199
$188K 0.08%
+6,570
200
$187K 0.08%
1,467
+234
6 7
8
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