TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$1.53M
2
+$858K
3
+$439K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$223K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$209K

Top Sells

1
+$1.01M
2
+$909K
3
+$180K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$157K
5
IRM icon
Iron Mountain
IRM
+$131K

Sector Composition

1 Technology 15.93%
2 Financials 9.62%
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
276
$81K 0.05%
1,550
277
$80K 0.05%
1,625
+575
278
$80K 0.05%
692
-90
279
$79K 0.05%
1,145
-701
280
$78K 0.04%
1,898
281
$77K 0.04%
841
+1
282
$77K 0.04%
2,280
283
$76K 0.04%
3,900
284
$76K 0.04%
3,008
+17
285
$75K 0.04%
1,591
+144
286
$75K 0.04%
3,044
287
$74K 0.04%
472
+3
288
$73K 0.04%
190
289
$73K 0.04%
870
290
$73K 0.04%
4,380
291
$73K 0.04%
3,090
-37,056
292
$72K 0.04%
689
293
$72K 0.04%
1,111
+397
294
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1,371
+5
295
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409
296
$71K 0.04%
1,577
-230
297
$70K 0.04%
1,351
298
$69K 0.04%
21,008
299
$69K 0.04%
2,616
+7
300
$67K 0.04%
+1,354
10 11
12
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