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
351
$54.7K 0.02%
383
-322
352
$53.7K 0.02%
264
353
$53.5K 0.02%
1,726
+32
354
$53K 0.02%
180
355
$52.3K 0.02%
563
356
$52K 0.02%
1,666
-1,010
357
$51.6K 0.02%
5,324
358
$51.1K 0.02%
430
359
$51K 0.02%
1,175
360
$51K 0.02%
1,200
361
$50.4K 0.02%
735
362
$50.3K 0.02%
359
-204
363
$49.5K 0.02%
1,006
364
$49.1K 0.02%
3,870
-680
365
$48.9K 0.02%
434
+1
366
$48.6K 0.02%
2,163
+1,156
367
$47.7K 0.02%
88
368
$47.3K 0.02%
1,216
+16
369
$47K 0.02%
2,303
+1,293
370
$46.8K 0.02%
3,863
371
$46.5K 0.02%
717
372
$46.5K 0.02%
7,302
373
$46.4K 0.02%
21,008
374
$46.4K 0.02%
1,308
375
$46.3K 0.02%
220
13 14
15
16 17