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
726
$5.32K ﹤0.01%
50
727
$5.3K ﹤0.01%
84
728
$5.25K ﹤0.01%
17
729
$5.23K ﹤0.01%
127
730
$5.22K ﹤0.01%
+200
731
$5.21K ﹤0.01%
88
732
$5.19K ﹤0.01%
93
733
$5.13K ﹤0.01%
12
-18
734
$5.12K ﹤0.01%
37
735
$5.11K ﹤0.01%
108
+1
736
$5.08K ﹤0.01%
250
737
$5.05K ﹤0.01%
222
738
$5.03K ﹤0.01%
55
739
$5K ﹤0.01%
20
-10
740
$4.97K ﹤0.01%
90
741
$4.88K ﹤0.01%
75
742
$4.87K ﹤0.01%
51
743
$4.86K ﹤0.01%
31
744
$4.86K ﹤0.01%
128
745
$4.81K ﹤0.01%
200
746
$4.77K ﹤0.01%
200
747
$4.76K ﹤0.01%
203
748
$4.74K ﹤0.01%
1,200
749
$4.69K ﹤0.01%
64
750
$4.69K ﹤0.01%
57
28 29
30
31 32