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
701
$6.2K ﹤0.01%
+36
702
$6.11K ﹤0.01%
89
703
$6.1K ﹤0.01%
62
704
$6.06K ﹤0.01%
303
705
$6.06K ﹤0.01%
68
-4
706
$6.04K ﹤0.01%
450
707
$5.99K ﹤0.01%
220
708
$5.93K ﹤0.01%
37
709
$5.9K ﹤0.01%
30
710
$5.86K ﹤0.01%
190
711
$5.86K ﹤0.01%
409
712
$5.84K ﹤0.01%
213
713
$5.84K ﹤0.01%
350
714
$5.84K ﹤0.01%
39,920
715
$5.78K ﹤0.01%
+100
716
$5.71K ﹤0.01%
100
717
$5.64K ﹤0.01%
+30
718
$5.62K ﹤0.01%
79
719
$5.56K ﹤0.01%
+92
720
$5.55K ﹤0.01%
+180
721
$5.5K ﹤0.01%
467
722
$5.42K ﹤0.01%
350
723
$5.38K ﹤0.01%
74
724
$5.37K ﹤0.01%
247
+2
725
$5.33K ﹤0.01%
105