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
276
$260K 0.05%
5,753
+97
277
$254K 0.05%
4,299
+2
278
$253K 0.05%
1,121
-103
279
$252K 0.04%
8,400
280
$252K 0.04%
2,470
+5
281
$249K 0.04%
1,856
+132
282
$249K 0.04%
4,878
+384
283
$246K 0.04%
6,650
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284
$246K 0.04%
5,100
285
$244K 0.04%
3,137
+530
286
$242K 0.04%
6,447
+1,225
287
$242K 0.04%
2,270
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288
$240K 0.04%
4,261
+8
289
$239K 0.04%
704
290
$239K 0.04%
2,380
-1,031
291
$236K 0.04%
3,100
292
$233K 0.04%
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293
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+4,600
294
$226K 0.04%
1,974
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295
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296
$224K 0.04%
756
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297
$220K 0.04%
2,598
-250
298
$220K 0.04%
1,399
-73
299
$219K 0.04%
9,144
300
$219K 0.04%
7,950
+640
10 11
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