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
$562M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.94M
3
+$1.59M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.53M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.52M

Top Sells

1
+$3.06M
2
+$2.99M
3
+$1.65M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.62M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 20.99%
2 Financials 8.24%
3 Industrials 4.44%
4 Communication Services 4.18%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.39%
20,665
-6,200
52
$2.1M 0.37%
3,897
+113
53
$2.07M 0.37%
34,108
-57
54
$2.05M 0.37%
23,976
+4
55
$2.03M 0.36%
40,493
-553
56
$2.01M 0.36%
28,204
+1,559
57
$1.97M 0.35%
31,601
+464
58
$1.88M 0.33%
5,241
59
$1.88M 0.33%
8,918
-732
60
$1.79M 0.32%
17,519
+1,693
61
$1.74M 0.31%
5,238
+10
62
$1.72M 0.31%
35,660
+3,128
63
$1.7M 0.3%
4,148
+1
64
$1.69M 0.3%
12,292
+430
65
$1.68M 0.3%
281,800
+10,800
66
$1.64M 0.29%
5,934
+210
67
$1.63M 0.29%
59,746
+51,673
68
$1.62M 0.29%
7,853
+23
69
$1.6M 0.28%
12,542
+172
70
$1.59M 0.28%
76,924
+2,254
71
$1.57M 0.28%
5,408
+207
72
$1.53M 0.27%
13,245
+13
73
$1.51M 0.27%
17,139
+111
74
$1.5M 0.27%
12,446
-439
75
$1.46M 0.26%
39,354
+11,144
1 2
3
4 5