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
651
$9.19K ﹤0.01%
78
+1
652
$9.16K ﹤0.01%
171
+1
653
$9.12K ﹤0.01%
250
654
$9.12K ﹤0.01%
121
655
$9.01K ﹤0.01%
300
656
$8.93K ﹤0.01%
67
-8
657
$8.87K ﹤0.01%
105
658
$8.81K ﹤0.01%
3,202
659
$8.72K ﹤0.01%
80
660
$8.7K ﹤0.01%
113
661
$8.6K ﹤0.01%
70
662
$8.56K ﹤0.01%
68
663
$8.28K ﹤0.01%
86
664
$8.24K ﹤0.01%
140
665
$8.22K ﹤0.01%
34
666
$8.22K ﹤0.01%
10
-1
667
$8.2K ﹤0.01%
300
668
$8.12K ﹤0.01%
9
669
$8.09K ﹤0.01%
250
670
$8.09K ﹤0.01%
30
671
$8.07K ﹤0.01%
103
672
$8.04K ﹤0.01%
25
673
$7.86K ﹤0.01%
25
674
$7.75K ﹤0.01%
119
+1
675
$7.71K ﹤0.01%
65
25 26
27
28 29