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
301
$218K 0.04%
3,072
302
$217K 0.04%
+6,087
303
$214K 0.04%
+360
304
$213K 0.04%
1,490
-530
305
$212K 0.04%
+2,868
306
$210K 0.04%
4,200
307
$209K 0.04%
+1,589
308
$206K 0.04%
+830
309
$206K 0.04%
2,330
+2
310
$205K 0.04%
1,878
-1
311
$203K 0.04%
+9,547
312
$202K 0.04%
+1,268
313
$202K 0.04%
+11,000
314
$201K 0.04%
1,779
+19
315
$195K 0.03%
+13,900
316
$184K 0.03%
15,940
+115
317
$140K 0.02%
+16,100
318
$132K 0.02%
7,610
+1,500
319
$104K 0.02%
10,648
320
$97.5K 0.02%
42,016
321
$9.58K ﹤0.01%
79,840
322
$7.34K ﹤0.01%
10,200
-24,000
323
– –
-3,050
324
– –
-1,380
325
– –
-360
10 11 12
13
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