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
$562M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.94M
3
+$1.59M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.53M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$1.52M

Top Sells

1
+$3.06M
2
+$2.99M
3
+$1.65M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.62M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 20.99%
2 Financials 8.24%
3 Industrials 4.44%
4 Communication Services 4.18%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.26%
29,150
77
$1.42M 0.25%
2,704
-906
78
$1.4M 0.25%
41,158
+701
79
$1.3M 0.23%
36,274
+4,457
80
$1.27M 0.23%
13,152
-500
81
$1.25M 0.22%
5,226
-19
82
$1.24M 0.22%
27,640
+5,470
83
$1.22M 0.22%
6,174
-240
84
$1.22M 0.22%
10,560
+113
85
$1.21M 0.21%
1,564
+439
86
$1.18M 0.21%
44,469
+13,313
87
$1.15M 0.2%
1,258
+59
88
$1.15M 0.2%
50,320
+4,971
89
$1.14M 0.2%
14,133
+344
90
$1.12M 0.2%
41,110
+2,200
91
$1.1M 0.2%
15,100
+1,380
92
$1.1M 0.2%
2,824
+138
93
$1.1M 0.19%
15,651
+28
94
$1.07M 0.19%
3,122
+2
95
$1.07M 0.19%
8,542
-433
96
$1.07M 0.19%
29,872
-698
97
$1.05M 0.19%
21,801
+359
98
$1.05M 0.19%
49,050
99
$1.05M 0.19%
11,923
+134
100
$1.04M 0.18%
23,759
-269
2 3
4
5 6