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
601
$12.8K 0.01%
100
602
$12.7K 0.01%
1,950
603
$12.6K 0.01%
170
604
$12.3K 0.01%
250
605
$12.2K 0.01%
1,000
606
$12.2K 0.01%
1,994
607
$12.1K 0.01%
510
608
$12.1K 0.01%
82
609
$12.1K 0.01%
201
610
$12.1K 0.01%
248
611
$11.8K ﹤0.01%
195
612
$11.8K ﹤0.01%
333
613
$11.8K ﹤0.01%
600
614
$11.8K ﹤0.01%
125
615
$11.6K ﹤0.01%
148
616
$11.6K ﹤0.01%
+94
617
$11.6K ﹤0.01%
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618
$11.6K ﹤0.01%
+400
619
$11.6K ﹤0.01%
340
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620
$11.5K ﹤0.01%
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$11.5K ﹤0.01%
116
622
$11.5K ﹤0.01%
1,000
623
$11.2K ﹤0.01%
89
624
$11.2K ﹤0.01%
141
+1
625
$11.1K ﹤0.01%
249