TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+7.51%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$530M
AUM Growth
+$287M
(+118%)
Cap. Flow
+$272M
Cap. Flow
% of AUM
51.33%
Top 10 Holdings %
Top 10 Hldgs %
33.64%
Holding
933
New
11
Increased
307
Reduced
1
Closed
613
Top Buys
| 1 |
NVIDIA
NVDA
|
+$21.4M |
| 2 |
Apple
AAPL
|
+$14M |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$11.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$10.3M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.24M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$435K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$248K |
| 3 |
Super Micro Computer
SMCI
|
+$240K |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$203K |
| 5 |
BP
BP
|
+$145K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 7.98% |
| 3 | Industrials | 4.72% |
| 4 | Communication Services | 3.88% |
| 5 | Consumer Discretionary | 3.56% |
