TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+12.54%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$621M
AUM Growth
+$63.7M
(+11%)
Cap. Flow
+$5.05M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
33.2%
Holding
341
New
23
Increased
149
Reduced
112
Closed
11
Top Buys
Top Sells
| 1 |
Palantir
PLTR
|
$4.65M |
| 2 |
NVIDIA
NVDA
|
$2.36M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
$1.09M |
| 4 |
Upstart Holdings
UPST
|
$983K |
| 5 |
Super Micro Computer
SMCI
|
$938K |
Sector Composition
| 1 | Technology | 20.22% |
| 2 | Financials | 7.61% |
| 3 | Industrials | 4.46% |
| 4 | Communication Services | 4.34% |
| 5 | Consumer Staples | 3.4% |
