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
376
$46.2K 0.02%
1,274
+18
377
$46K 0.02%
+1,000
378
$45.8K 0.02%
1,654
379
$45.5K 0.02%
202
380
$45.5K 0.02%
946
-106
381
$45.5K 0.02%
258
+1
382
$45.4K 0.02%
1,095
+392
383
$45.4K 0.02%
1,007
384
$45K 0.02%
836
385
$45K 0.02%
310
386
$44.9K 0.02%
262
+1
387
$44.8K 0.02%
785
388
$43.9K 0.02%
748
389
$43.5K 0.02%
150
390
$43.4K 0.02%
174
391
$43.3K 0.02%
+500
392
$42.6K 0.02%
1,020
393
$42.6K 0.02%
400
-20
394
$42.2K 0.02%
893
+70
395
$42K 0.02%
1,200
396
$41.8K 0.02%
350
-250
397
$41.5K 0.02%
1,036
+167
398
$41.5K 0.02%
1,155
399
$41.2K 0.02%
444
+25
400
$40.8K 0.02%
465
-343
14 15
16
17 18