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
$562M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.94M
3
+$1.59M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.53M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.52M

Top Sells

1
+$3.06M
2
+$2.99M
3
+$1.65M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.62M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 20.99%
2 Financials 8.24%
3 Industrials 4.44%
4 Communication Services 4.18%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 0.87%
93,177
+3,285
27
$4.81M 0.86%
27,010
-291
28
$4.13M 0.73%
78,986
+6,282
29
$4.03M 0.72%
71,446
-5,850
30
$3.88M 0.69%
75,926
-667
31
$3.85M 0.68%
68,134
-2,058
32
$3.75M 0.67%
47,797
-2,604
33
$3.7M 0.66%
9,164
-261
34
$3.64M 0.65%
58,702
+25,656
35
$3.61M 0.64%
14,900
+2,168
36
$3.53M 0.63%
153,144
-990
37
$3.48M 0.62%
34,276
-47
38
$3.45M 0.61%
42,565
+18,787
39
$3.38M 0.6%
54,834
-700
40
$3.37M 0.6%
145,313
-5,002
41
$3.23M 0.57%
126,416
+53,372
42
$3.02M 0.54%
176,237
+10,488
43
$2.84M 0.51%
122,080
+3,096
44
$2.82M 0.5%
4,816
+543
45
$2.75M 0.49%
100,295
-348
46
$2.75M 0.49%
11,460
+1,406
47
$2.44M 0.43%
40,531
+1,895
48
$2.44M 0.43%
77,642
+14,018
49
$2.43M 0.43%
55,343
-1,236
50
$2.31M 0.41%
30,486
+8,061
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