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
676
$7.58K ﹤0.01%
33
677
$7.37K ﹤0.01%
350
678
$7.29K ﹤0.01%
200
679
$7.25K ﹤0.01%
69
680
$7.24K ﹤0.01%
+19
681
$7.2K ﹤0.01%
362
-1,084
682
$7.19K ﹤0.01%
1,121
+11
683
$7.04K ﹤0.01%
167
-67
684
$7.04K ﹤0.01%
62
685
$7.01K ﹤0.01%
12
686
$6.99K ﹤0.01%
250
687
$6.93K ﹤0.01%
50
688
$6.86K ﹤0.01%
127
-100
689
$6.74K ﹤0.01%
16
690
$6.64K ﹤0.01%
434
691
$6.61K ﹤0.01%
25
692
$6.54K ﹤0.01%
236
693
$6.53K ﹤0.01%
618
694
$6.5K ﹤0.01%
+98
695
$6.5K ﹤0.01%
36
696
$6.39K ﹤0.01%
100
697
$6.31K ﹤0.01%
31
698
$6.3K ﹤0.01%
50
699
$6.29K ﹤0.01%
8
700
$6.29K ﹤0.01%
120
-9
26 27
28
29 30