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
451
$28.1K 0.01%
200
452
$28K 0.01%
4,739
+24
453
$27.8K 0.01%
2,865
+825
454
$27.8K 0.01%
2,853
455
$27.7K 0.01%
976
+6
456
$27.7K 0.01%
310
457
$27.6K 0.01%
1,427
-444
458
$27.6K 0.01%
200
459
$27.6K 0.01%
270
-51
460
$26.7K 0.01%
34
461
$26.6K 0.01%
2,015
-258
462
$26.6K 0.01%
256
+96
463
$26.5K 0.01%
400
464
$26.3K 0.01%
254
465
$26.3K 0.01%
282
466
$26.2K 0.01%
750
467
$26.1K 0.01%
650
+150
468
$26.1K 0.01%
237
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469
$26K 0.01%
1,000
470
$25.9K 0.01%
1,358
471
$25.8K 0.01%
200
472
$25.8K 0.01%
115
473
$25.8K 0.01%
625
474
$25.6K 0.01%
+265
475
$25.4K 0.01%
1,200
17 18
19
20 21