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
301
$88.5K 0.04%
4,485
+77
302
$88.2K 0.04%
6,142
303
$87.4K 0.04%
647
+100
304
$84.7K 0.03%
666
-94
305
$83.9K 0.03%
385
306
$83.4K 0.03%
4,245
+46
307
$83K 0.03%
336
-285
308
$82.2K 0.03%
50
+10
309
$82K 0.03%
2,134
310
$81.4K 0.03%
244
-25
311
$80.9K 0.03%
1,124
312
$80.8K 0.03%
833
313
$80.7K 0.03%
476
314
$80.2K 0.03%
2,633
+6
315
$79.9K 0.03%
682
316
$76.9K 0.03%
3,061
+17
317
$74.9K 0.03%
365
318
$74.6K 0.03%
+3,526
319
$72.7K 0.03%
291
+60
320
$71.4K 0.03%
812
321
$71.3K 0.03%
367
+4
322
$70.6K 0.03%
387
323
$69.4K 0.03%
1,093
+3
324
$68.9K 0.03%
571
325
$68.7K 0.03%
1,389
-106
11 12
13
14 15