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
126
$821K 0.15%
2,264
+58
127
$820K 0.15%
5,395
-394
128
$816K 0.15%
11,300
-1,320
129
$811K 0.14%
4,566
+97
130
$795K 0.14%
16,019
131
$788K 0.14%
4,702
+69
132
$781K 0.14%
+15,788
133
$779K 0.14%
5,380
+1,209
134
$774K 0.14%
5,872
+126
135
$771K 0.14%
37,300
+5,600
136
$760K 0.14%
11,328
+7,548
137
$760K 0.14%
5,749
+2
138
$752K 0.13%
12,598
+270
139
$747K 0.13%
1,305
+148
140
$746K 0.13%
4,475
+122
141
$738K 0.13%
3,867
-270
142
$732K 0.13%
12,724
143
$729K 0.13%
3,144
+983
144
$718K 0.13%
8,526
-2,682
145
$715K 0.13%
18,900
+4,500
146
$710K 0.13%
4,780
147
$706K 0.13%
26,800
+576
148
$693K 0.12%
16,580
+118
149
$691K 0.12%
1,365
+86
150
$686K 0.12%
5,930
+187
4 5
6
7 8