TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Est. Return
25.44%
1 Year Est. Return
+25.44%
AUM
$621M
AUM Growth
+$63.7M
(+11%)
Holding
341
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.68M | |
| 3 | +$1.55M | |
| 4 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$1.49M |
| 5 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$1.2M |
Top Sells
| 1 | +$4.65M | |
| 2 | +$2.36M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Invesco Preferred ETF
PGX
$3.9B
| $170K | 0.03% |
15,243
+115
|
|
||
327
Anixa Biosciences
ANIX
$138M
| $139K | 0.02% |
42,016
|
|
||
328
BlackRock Corporate High Yield Fund
HYT
$1.51B
| $104K | 0.02% |
10,648
|
|
||
329
Under Armour Class C
UA
$1.84B
| $85K | 0.01% |
13,100
+1,200
|
|
||
330
GrafTech
EAF
$393M
| $64.3K | 0.01% |
6,610
-800
|
|
||
331
T-Mobile US
TMUS
$235B
| – | – |
-812
|
|
||
332
Vanguard FTSE Europe ETF
VGK
$28.2B
| – | – |
-3,050
|
|
||
333
American Electric Power
AEP
$63.7B
| – | – |
-1,866
|
|
||
334
Boeing
BA
$156B
| – | – |
-1,237
|
|
||
335
Grayscale Bitcoin Trust
GBTC
$36.4B
| – | – |
-3,768
|
|
||
336
iShares Russell 2000 Value ETF
IWN
$11.7B
| – | – |
-2,362
|
|
||
337
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.36B
| – | – |
-3,100
|
|
||
338
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.03B
| – | – |
-9,646
|
|
||
339
PayPal
PYPL
$58.9B
| – | – |
-3,909
|
|
||
|
340
Super Micro Computer
SMCI
$19.7B
| – | – |
-27,400
|
|
||
341
Xtrackers S&P 500 ESG ETF
SNPE
$2.27B
| – | – |
-4,725
|
|