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
526
$18.7K 0.01%
111
527
$18.5K 0.01%
207
528
$18.2K 0.01%
198
529
$18.2K 0.01%
252
530
$17.9K 0.01%
1,100
-1,860
531
$17.9K 0.01%
7,676
532
$17.8K 0.01%
408
+29
533
$17.7K 0.01%
200
534
$17.6K 0.01%
475
535
$17.5K 0.01%
247
536
$17.3K 0.01%
55
537
$16.9K 0.01%
250
538
$16.9K 0.01%
220
+10
539
$16.8K 0.01%
215
540
$16.6K 0.01%
120
541
$16.5K 0.01%
171
542
$16.5K 0.01%
350
543
$16.4K 0.01%
675
+250
544
$16.3K 0.01%
200
545
$16.3K 0.01%
100
546
$16.2K 0.01%
756
547
$16.2K 0.01%
1,338
+19
548
$16.1K 0.01%
150
-50
549
$16.1K 0.01%
300
550
$16K 0.01%
168
-20
20 21
22
23 24