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
176
$562K 0.1%
4,649
+485
177
$560K 0.1%
2,504
178
$560K 0.1%
5,061
+12
179
$558K 0.1%
1,697
180
$554K 0.1%
2,795
+11
181
$553K 0.1%
2,356
+32
182
$553K 0.1%
44,413
+1,985
183
$546K 0.1%
2,346
-71
184
$542K 0.1%
6,698
-72
185
$537K 0.1%
26,776
-14,500
186
$536K 0.1%
64,730
+1,256
187
$536K 0.1%
7,006
+1
188
$532K 0.09%
14,291
+3,095
189
$524K 0.09%
2,229
-123
190
$522K 0.09%
5,250
+68
191
$519K 0.09%
5,749
+136
192
$515K 0.09%
2,118
193
$512K 0.09%
1,209
194
$511K 0.09%
1,934
195
$506K 0.09%
3,296
196
$490K 0.09%
1,467
-55
197
$489K 0.09%
5,065
+255
198
$488K 0.09%
96,250
-600
199
$479K 0.09%
7,943
200
$471K 0.08%
8,210
-158
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