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
426
$33.4K 0.01%
110
427
$33.1K 0.01%
81
428
$33K 0.01%
1,900
429
$32.6K 0.01%
1,139
430
$32.6K 0.01%
443
431
$32.5K 0.01%
1,690
+990
432
$32.4K 0.01%
454
-11
433
$32.4K 0.01%
958
+3
434
$32.3K 0.01%
1,447
435
$32.2K 0.01%
725
+125
436
$31.6K 0.01%
316
437
$31.5K 0.01%
4,900
438
$31K 0.01%
615
-600
439
$30.8K 0.01%
1,000
440
$30.8K 0.01%
630
441
$30.6K 0.01%
2,700
-300
442
$30.6K 0.01%
1,516
443
$30.6K 0.01%
1,597
+997
444
$30.6K 0.01%
563
445
$30.2K 0.01%
250
446
$29.8K 0.01%
600
447
$29.5K 0.01%
274
448
$28.7K 0.01%
397
+3
449
$28.4K 0.01%
92
450
$28.3K 0.01%
150
+50
16 17
18
19 20