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
576
$14.3K 0.01%
138
577
$14.2K 0.01%
400
578
$14.1K 0.01%
734
579
$14.1K 0.01%
4,607
+10
580
$14K 0.01%
160
581
$14K 0.01%
+700
582
$13.9K 0.01%
1,126
583
$13.8K 0.01%
125
584
$13.7K 0.01%
65
585
$13.7K 0.01%
54
-8
586
$13.6K 0.01%
300
587
$13.6K 0.01%
70
588
$13.5K 0.01%
1,383
589
$13.4K 0.01%
30
590
$13.4K 0.01%
250
591
$13.3K 0.01%
61
592
$13.3K 0.01%
129
593
$13.2K 0.01%
534
594
$13.2K 0.01%
264
595
$13.2K 0.01%
150
596
$13.1K 0.01%
175
597
$13K 0.01%
150
598
$12.9K 0.01%
252
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599
$12.9K 0.01%
791
+21
600
$12.9K 0.01%
+410