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
551
$15.9K 0.01%
+1,000
552
$15.9K 0.01%
278
553
$15.9K 0.01%
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$15.8K 0.01%
4
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$15.8K 0.01%
295
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$15.6K 0.01%
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$15.6K 0.01%
650
558
$15.5K 0.01%
250
559
$15.5K 0.01%
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$15.4K 0.01%
+68
561
$15.3K 0.01%
260
562
$15.3K 0.01%
311
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$15.2K 0.01%
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$15.2K 0.01%
304
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565
$15.2K 0.01%
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$15K 0.01%
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567
$14.9K 0.01%
600
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$14.8K 0.01%
60
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$14.8K 0.01%
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$14.5K 0.01%
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$14.4K 0.01%
381
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$14.4K 0.01%
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574
$14.4K 0.01%
1,930
-36
575
$14.3K 0.01%
+24