TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+13.47%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$25.9M
(+13%)
Cap. Flow
+$5.62M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
30.19%
Holding
940
New
42
Increased
185
Reduced
190
Closed
37
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.46M |
| 2 |
JPMorgan Active Value ETF
JAVA
|
+$1.26M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$614K |
| 4 |
Advanced Micro Devices
AMD
|
+$501K |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$430K |
Top Sells
Sector Composition
| 1 | Technology | 18.56% |
| 2 | Financials | 9.03% |
| 3 | Industrials | 5.07% |
| 4 | Communication Services | 4.17% |
| 5 | Consumer Discretionary | 3.94% |
