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
101
$1.04M 0.18%
17,454
102
$1.03M 0.18%
21,251
+5,082
103
$1.03M 0.18%
46,576
+1,037
104
$1.03M 0.18%
33,440
+8,050
105
$1.03M 0.18%
31,932
+3,102
106
$1.02M 0.18%
45,708
+9,548
107
$1.02M 0.18%
12,072
-101
108
$993K 0.18%
15,568
+851
109
$982K 0.17%
26,722
-2,600
110
$959K 0.17%
18,718
+13,297
111
$950K 0.17%
5,610
+381
112
$940K 0.17%
6,500
+192
113
$937K 0.17%
17,377
+250
114
$931K 0.17%
+30,540
115
$926K 0.16%
6,701
-722
116
$905K 0.16%
12,999
+27
117
$900K 0.16%
22,617
-200
118
$896K 0.16%
+5,804
119
$880K 0.16%
7,255
+439
120
$877K 0.16%
4,148
+31
121
$872K 0.16%
16,196
122
$870K 0.15%
12,590
+6,390
123
$847K 0.15%
7,970
+50
124
$832K 0.15%
10,799
+5,978
125
$823K 0.15%
3,536
-120
3 4
5
6 7