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 7.9%
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
401
$40.5K 0.02%
2,640
402
$40K 0.02%
432
+111
403
$39.8K 0.02%
750
404
$39.7K 0.02%
558
405
$39.5K 0.02%
400
406
$39K 0.02%
1,111
407
$38.9K 0.02%
574
+148
408
$38.8K 0.02%
355
409
$38.7K 0.02%
1,557
+17
410
$37.8K 0.02%
514
+2
411
$37.4K 0.02%
1,510
+11
412
$37.3K 0.02%
211
413
$36.9K 0.02%
328
414
$36.9K 0.02%
795
415
$36.3K 0.01%
1,267
+5
416
$36.2K 0.01%
233
417
$36.2K 0.01%
346
418
$36.1K 0.01%
238
419
$36K 0.01%
159
420
$35.4K 0.01%
832
421
$34.9K 0.01%
2,555
422
$34.9K 0.01%
255
423
$34.6K 0.01%
448
+82
424
$33.6K 0.01%
145
425
$33.4K 0.01%
2,173
15 16
17
18 19