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
$530M
AUM Growth
+$287M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$14M
3 +$11.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.24M

Top Sells

1 +$435K
2 +$248K
3 +$240K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$203K
5
BP icon
BP
BP
+$145K

Sector Composition

1 Technology 19.69%
2 Financials 7.98%
3 Industrials 4.72%
4 Communication Services 3.88%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
-144
927
-88
928
-15
929
-2
930
-135
931
-2,633
932
-400
933
-469