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
501
$21.2K 0.01%
412
-65
502
$21.2K 0.01%
109
503
$21.1K 0.01%
194
+115
504
$21.1K 0.01%
48
505
$21K 0.01%
92
506
$20.9K 0.01%
487
-145
507
$20.8K 0.01%
+300
508
$20.5K 0.01%
493
509
$20.2K 0.01%
400
510
$20.1K 0.01%
+1,105
511
$20K 0.01%
306
512
$19.9K 0.01%
450
513
$19.8K 0.01%
354
514
$19.8K 0.01%
17,100
-9,000
515
$19.8K 0.01%
+600
516
$19.8K 0.01%
400
517
$19.7K 0.01%
750
518
$19.4K 0.01%
400
519
$19.3K 0.01%
469
520
$19.3K 0.01%
+219
521
$19.3K 0.01%
167
522
$19K 0.01%
355
523
$18.9K 0.01%
265
524
$18.8K 0.01%
1,000
525
$18.8K 0.01%
383
19 20
21
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