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
776
$3.33K ﹤0.01%
6
-91
777
$3.3K ﹤0.01%
85
778
$3.28K ﹤0.01%
+62
779
$3.28K ﹤0.01%
176
780
$3.27K ﹤0.01%
100
781
$3.24K ﹤0.01%
+424
782
$3.24K ﹤0.01%
50
783
$3.21K ﹤0.01%
135
784
$3.18K ﹤0.01%
387
785
$3.16K ﹤0.01%
+118
786
$3.15K ﹤0.01%
55
787
$3.12K ﹤0.01%
300
788
$3.08K ﹤0.01%
2,000
789
$3.03K ﹤0.01%
84
790
$2.95K ﹤0.01%
35
791
$2.86K ﹤0.01%
18
792
$2.83K ﹤0.01%
842
793
$2.8K ﹤0.01%
2
794
$2.75K ﹤0.01%
654
795
$2.73K ﹤0.01%
166
796
$2.73K ﹤0.01%
3,049
797
$2.72K ﹤0.01%
58
798
$2.65K ﹤0.01%
20
799
$2.64K ﹤0.01%
250
800
$2.64K ﹤0.01%
700
30 31
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