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 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
476
$25.2K 0.01%
543
+1
477
$25.2K 0.01%
145
478
$24.9K 0.01%
420
479
$24.5K 0.01%
664
480
$24.5K 0.01%
234
481
$24.4K 0.01%
180
-22
482
$24.2K 0.01%
177
483
$24K 0.01%
350
484
$23.9K 0.01%
358
485
$23.6K 0.01%
214
486
$23.3K 0.01%
180
487
$23.2K 0.01%
1,310
488
$23.2K 0.01%
200
489
$22.9K 0.01%
79
490
$22.8K 0.01%
349
491
$22.8K 0.01%
193
+1
492
$22.7K 0.01%
442
493
$22.6K 0.01%
358
+100
494
$22.3K 0.01%
140
495
$22.3K 0.01%
+138
496
$22.1K 0.01%
475
-86
497
$22K 0.01%
681
+8
498
$21.9K 0.01%
213
499
$21.6K 0.01%
900
500
$21.5K 0.01%
499
+1