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
151
$683K 0.12%
3,090
-19
152
$682K 0.12%
5,780
+51
153
$680K 0.12%
8,384
+206
154
$679K 0.12%
19,265
+4,485
155
$676K 0.12%
13,338
+2,120
156
$672K 0.12%
34,316
+7,659
157
$670K 0.12%
1,284
158
$665K 0.12%
6,708
+1,245
159
$662K 0.12%
3,012
+584
160
$654K 0.12%
35,727
+214
161
$651K 0.12%
16,267
+65
162
$649K 0.12%
2,218
+1,224
163
$643K 0.11%
2,535
+96
164
$641K 0.11%
11,006
+21
165
$634K 0.11%
10,613
-1,400
166
$630K 0.11%
2,602
-465
167
$629K 0.11%
5,356
168
$620K 0.11%
6,960
-1,130
169
$618K 0.11%
+31,164
170
$616K 0.11%
25,426
+5,730
171
$610K 0.11%
1,520
172
$599K 0.11%
2,361
+3
173
$588K 0.1%
6,565
-402
174
$584K 0.1%
35,136
-750
175
$564K 0.1%
6,103
5 6
7
8 9