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
251
$296K 0.05%
8,564
+70
252
$295K 0.05%
5,224
+645
253
$295K 0.05%
3,588
+2
254
$293K 0.05%
13,402
+255
255
$293K 0.05%
1,380
+231
256
$291K 0.05%
1,118
+159
257
$291K 0.05%
3,770
-2,100
258
$288K 0.05%
4,882
259
$288K 0.05%
33,915
-400
260
$287K 0.05%
4,084
+161
261
$284K 0.05%
12,360
+493
262
$284K 0.05%
5,329
+708
263
$280K 0.05%
1,488
-3,050
264
$279K 0.05%
2,590
+2
265
$278K 0.05%
32,591
+545
266
$277K 0.05%
1,909
-782
267
$276K 0.05%
2,612
+421
268
$276K 0.05%
1,558
+100
269
$275K 0.05%
3,084
+8
270
$275K 0.05%
27,739
+684
271
$270K 0.05%
5,293
+42
272
$269K 0.05%
3,526
-660
273
$266K 0.05%
5,828
+41
274
$263K 0.05%
1,577
+261
275
$262K 0.05%
5,084
9 10
11
12 13