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
201
$186K 0.08%
335
202
$186K 0.08%
2,636
-248
203
$185K 0.08%
386
204
$184K 0.08%
4,908
205
$180K 0.08%
4,523
-60
206
$180K 0.08%
721
+2
207
$177K 0.08%
13,298
+60
208
$171K 0.08%
2,096
209
$169K 0.08%
3,595
210
$167K 0.07%
2,496
+175
211
$165K 0.07%
2,263
212
$164K 0.07%
1,616
213
$164K 0.07%
1,486
+191
214
$164K 0.07%
1,995
-72
215
$163K 0.07%
410
216
$161K 0.07%
4,267
+112
217
$161K 0.07%
3,198
+650
218
$160K 0.07%
2,630
+120
219
$157K 0.07%
1,486
+1
220
$157K 0.07%
2,210
-196
221
$155K 0.07%
918
-50
222
$152K 0.07%
334
223
$152K 0.07%
2,612
+987
224
$152K 0.07%
1,803
225
$151K 0.07%
1,144
7 8
9
10 11