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
$175M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$846K
3
+$437K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$223K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201K

Top Sells

1
+$981K
2
+$875K
3
+$174K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$158K
5
IRM icon
Iron Mountain
IRM
+$128K

Sector Composition

1 Technology 15.93%
2 Financials 9.59%
3 Industrials 4.94%
4 Communication Services 4.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$121K 0.07%
1,144
227
$121K 0.07%
3,650
-150
228
$119K 0.07%
2,818
229
$117K 0.07%
486
230
$117K 0.07%
4,748
+100
231
$116K 0.07%
2,100
-400
232
$114K 0.07%
194
233
$114K 0.07%
4,200
234
$114K 0.07%
446
+35
235
$112K 0.06%
1,485
-257
236
$111K 0.06%
806
+1
237
$110K 0.06%
3,278
+16
238
$109K 0.06%
1,230
239
$109K 0.06%
543
240
$109K 0.06%
10,025
+204
241
$108K 0.06%
4,491
+448
242
$108K 0.06%
2,441
-1,200
243
$108K 0.06%
569
244
$108K 0.06%
2,750
245
$108K 0.06%
1,370
+1
246
$107K 0.06%
5,456
-704
247
$107K 0.06%
1,804
+22
248
$106K 0.06%
2,394
249
$106K 0.06%
5,105
+35
250
$106K 0.06%
850
8 9
10
11 12