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
801
$2.54K ﹤0.01%
100
802
$2.52K ﹤0.01%
141
803
$2.49K ﹤0.01%
46
804
$2.4K ﹤0.01%
200
805
$2.38K ﹤0.01%
42
806
$2.35K ﹤0.01%
22
807
$2.35K ﹤0.01%
100
808
$2.28K ﹤0.01%
65
-35
809
$2.21K ﹤0.01%
150
-150
810
$2.18K ﹤0.01%
33
811
$2.18K ﹤0.01%
320
812
$2.15K ﹤0.01%
23
813
$2.12K ﹤0.01%
416
814
$2.11K ﹤0.01%
200
815
$2.1K ﹤0.01%
71
816
$2.1K ﹤0.01%
18
817
$2.08K ﹤0.01%
144
818
$2.05K ﹤0.01%
153
819
$2.01K ﹤0.01%
107
820
$1.99K ﹤0.01%
81
821
$1.99K ﹤0.01%
100
+50
822
$1.99K ﹤0.01%
42
823
$1.99K ﹤0.01%
37
824
$1.98K ﹤0.01%
80
825
$1.97K ﹤0.01%
100
31 32
33
34 35