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
851
$1.33K ﹤0.01%
15
852
$1.26K ﹤0.01%
100
853
$1.23K ﹤0.01%
+43
854
$1.23K ﹤0.01%
+15
855
$1.21K ﹤0.01%
49
856
$1.2K ﹤0.01%
1
857
$1.19K ﹤0.01%
1
858
$1.18K ﹤0.01%
3
859
$1.17K ﹤0.01%
72
860
$1.13K ﹤0.01%
16
861
$1.1K ﹤0.01%
28
862
$1.1K ﹤0.01%
300
863
$1.08K ﹤0.01%
29
864
$1.08K ﹤0.01%
6
865
$1.06K ﹤0.01%
8
866
$1.05K ﹤0.01%
20
867
$1.02K ﹤0.01%
21
868
$996 ﹤0.01%
93
869
$993 ﹤0.01%
50
870
$925 ﹤0.01%
19
871
$857 ﹤0.01%
487
-1
872
$813 ﹤0.01%
100
873
$751 ﹤0.01%
11
874
$748 ﹤0.01%
250
875
$732 ﹤0.01%
17
33 34
35
36 37