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
$243M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.96M
3
+$815K
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$756K
5
BUFQ icon
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
+$456K

Top Sells

1
+$544K
2
+$236K
3
+$229K
4
NVDA icon
NVIDIA
NVDA
+$195K
5
FENI icon
Fidelity Enhanced International ETF
FENI
+$188K

Sector Composition

1 Technology 20.46%
2 Financials 7.88%
3 Industrials 4.48%
4 Communication Services 4.23%
5 Consumer Discretionary 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$181K 0.07%
993
-20
202
$180K 0.07%
2,096
203
$178K 0.07%
1,345
+201
204
$177K 0.07%
3,673
+1,158
205
$176K 0.07%
2,610
-20
206
$176K 0.07%
3,198
207
$175K 0.07%
2,720
-28
208
$175K 0.07%
722
+1
209
$173K 0.07%
673
210
$173K 0.07%
2,643
+7
211
$173K 0.07%
169
-25
212
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1,692
-1,600
213
$168K 0.07%
386
214
$168K 0.07%
+81,000
215
$167K 0.07%
4,523
216
$167K 0.07%
4,828
-80
217
$165K 0.07%
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218
$162K 0.07%
1,488
+2
219
$160K 0.07%
410
220
$159K 0.07%
918
221
$158K 0.06%
+2,310
222
$157K 0.06%
336
+2
223
$157K 0.06%
1,995
224
$150K 0.06%
2,612
225
$149K 0.06%
+871
7 8
9
10 11