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
626
$10.9K ﹤0.01%
2,624
627
$10.7K ﹤0.01%
289
+2
628
$10.6K ﹤0.01%
150
629
$10.5K ﹤0.01%
16
630
$10.5K ﹤0.01%
716
631
$10.4K ﹤0.01%
+2,000
632
$10.3K ﹤0.01%
23
633
$10.3K ﹤0.01%
550
634
$10.2K ﹤0.01%
+475
635
$10.2K ﹤0.01%
+400
636
$10K ﹤0.01%
51
637
$10K ﹤0.01%
401
638
$10K ﹤0.01%
130
639
$9.97K ﹤0.01%
100
640
$9.96K ﹤0.01%
63
641
$9.93K ﹤0.01%
300
642
$9.92K ﹤0.01%
106
643
$9.77K ﹤0.01%
163
644
$9.7K ﹤0.01%
250
645
$9.64K ﹤0.01%
362
646
$9.58K ﹤0.01%
40
647
$9.56K ﹤0.01%
+30
648
$9.43K ﹤0.01%
254
+3
649
$9.43K ﹤0.01%
110
650
$9.42K ﹤0.01%
744
-191
24 25
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