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
$562M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.94M
3
+$1.59M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.53M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.52M

Top Sells

1
+$3.06M
2
+$2.99M
3
+$1.65M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.62M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 20.99%
2 Financials 8.24%
3 Industrials 4.44%
4 Communication Services 4.18%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$363K 0.06%
9,656
227
$360K 0.06%
1,459
-336
228
$359K 0.06%
5,313
+12
229
$359K 0.06%
10,257
+2,857
230
$358K 0.06%
2,114
+504
231
$357K 0.06%
3,204
+41
232
$355K 0.06%
2,972
+1
233
$353K 0.06%
2,015
+3
234
$351K 0.06%
1,076
+38
235
$350K 0.06%
8,666
-380
236
$345K 0.06%
5,355
-323
237
$344K 0.06%
5,810
+375
238
$335K 0.06%
2,984
+4
239
$328K 0.06%
3,014
-8,520
240
$327K 0.06%
+15,714
241
$326K 0.06%
+14,023
242
$322K 0.06%
5,250
+13
243
$322K 0.06%
662
-29
244
$320K 0.06%
5,147
+298
245
$317K 0.06%
1,741
+49
246
$312K 0.06%
2,708
+3
247
$303K 0.05%
+13,999
248
$303K 0.05%
9,650
-107
249
$300K 0.05%
1,825
+8
250
$298K 0.05%
13,024
8 9
10
11 12