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
326
$67.5K 0.03%
873
327
$67.3K 0.03%
250
328
$67.3K 0.03%
1,051
329
$67K 0.03%
1,555
+17
330
$66.1K 0.03%
1,200
331
$65.9K 0.03%
720
-23
332
$65.9K 0.03%
860
333
$65.7K 0.03%
220
+30
334
$65K 0.03%
432
335
$64.9K 0.03%
1,770
336
$64.5K 0.03%
657
337
$64.5K 0.03%
2,487
338
$64.1K 0.03%
617
-45
339
$64.1K 0.03%
644
+1
340
$63.7K 0.03%
818
-80
341
$63.6K 0.03%
1,878
-437
342
$63.1K 0.03%
631
+301
343
$61K 0.03%
446
+4
344
$59.4K 0.02%
338
345
$59.2K 0.02%
179
+24
346
$58.9K 0.02%
872
347
$55.9K 0.02%
101
+31
348
$55.4K 0.02%
551
349
$55.3K 0.02%
400
350
$55.2K 0.02%
2,378
12 13
14
15 16