TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
-1.95%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
-$1.73M
(-0.98%)
Cap. Flow
+$2.61M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
27.94%
Holding
924
New
44
Increased
177
Reduced
117
Closed
20
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
+$981K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$875K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$174K |
| 4 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
+$158K |
| 5 |
Iron Mountain
IRM
|
+$128K |
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Financials | 9.59% |
| 3 | Industrials | 4.94% |
| 4 | Communication Services | 4.65% |
| 5 | Consumer Discretionary | 4.49% |
