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
201
$464K 0.08%
4,205
+568
202
$464K 0.08%
8,166
-672
203
$462K 0.08%
14,200
204
$458K 0.08%
5,390
205
$450K 0.08%
6,280
-1,239
206
$446K 0.08%
9,009
207
$434K 0.08%
9,674
-495
208
$431K 0.08%
3,189
+947
209
$431K 0.08%
13,508
-447
210
$427K 0.08%
21,905
+15
211
$420K 0.07%
13,367
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212
$409K 0.07%
4,221
-13
213
$407K 0.07%
13,020
+2,780
214
$394K 0.07%
2,130
215
$394K 0.07%
10,598
-780
216
$393K 0.07%
9,755
217
$392K 0.07%
688
218
$392K 0.07%
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219
$391K 0.07%
22,438
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220
$377K 0.07%
803
221
$375K 0.07%
3,990
222
$375K 0.07%
4,388
+69
223
$373K 0.07%
1,904
-434
224
$373K 0.07%
6,576
+180
225
$373K 0.07%
13,314
+1,030
7 8
9
10 11