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
751
$4.67K ﹤0.01%
72
752
$4.51K ﹤0.01%
200
753
$4.47K ﹤0.01%
100
754
$4.46K ﹤0.01%
60
755
$4.42K ﹤0.01%
100
756
$4.39K ﹤0.01%
+81
757
$4.39K ﹤0.01%
500
758
$4.38K ﹤0.01%
32
759
$4.36K ﹤0.01%
+62
760
$4.28K ﹤0.01%
15
761
$4.24K ﹤0.01%
1,600
762
$4.2K ﹤0.01%
570
763
$4.11K ﹤0.01%
30
764
$4.06K ﹤0.01%
7
765
$3.92K ﹤0.01%
30
766
$3.79K ﹤0.01%
144
767
$3.73K ﹤0.01%
17
768
$3.73K ﹤0.01%
52
769
$3.7K ﹤0.01%
150
+50
770
$3.54K ﹤0.01%
75
771
$3.47K ﹤0.01%
74
772
$3.42K ﹤0.01%
60
773
$3.42K ﹤0.01%
112
774
$3.41K ﹤0.01%
84
775
$3.4K ﹤0.01%
17
29 30
31
32 33