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
351
$46K 0.03%
5,324
352
$46K 0.03%
563
-30
353
$45K 0.03%
717
-50
354
$45K 0.03%
1,971
+500
355
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767
+20
356
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155
357
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3,500
-1,600
358
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359
$43K 0.02%
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360
$43K 0.02%
420
361
$43K 0.02%
264
362
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558
363
$41K 0.02%
3,863
364
$41K 0.02%
150
365
$40K 0.02%
1,006
366
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3,320
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367
$40K 0.02%
4,832
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368
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369
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370
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200
371
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372
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373
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937
374
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750
-50
375
$39K 0.02%
951
+2
13 14
15
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