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
$243M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.96M
3
+$815K
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$756K
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$456K

Top Sells

1
+$544K
2
+$236K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$195K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$188K

Sector Composition

1 Technology 20.46%
2 Financials 7.88%
3 Industrials 4.48%
4 Communication Services 4.23%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$108K 0.04%
1,550
277
$105K 0.04%
2,382
-200
278
$103K 0.04%
465
279
$102K 0.04%
1,510
-1,936
280
$102K 0.04%
1,525
281
$100K 0.04%
544
282
$99.2K 0.04%
3,560
-340
283
$98.8K 0.04%
331
284
$97.8K 0.04%
464
-90
285
$97.1K 0.04%
412
+1
286
$96.4K 0.04%
607
-152
287
$95.9K 0.04%
320
288
$95.4K 0.04%
634
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289
$95.4K 0.04%
2,436
-58
290
$95.1K 0.04%
847
291
$95K 0.04%
2,287
292
$94.4K 0.04%
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293
$94.3K 0.04%
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294
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895
295
$91.8K 0.04%
4,380
296
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1,213
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297
$90.8K 0.04%
7,858
+54
298
$90.5K 0.04%
424
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299
$90.3K 0.04%
1,381
300
$89.3K 0.04%
632
10 11
12
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