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
401
$33K 0.02%
1,081
+6
402
$33K 0.02%
1,251
+5
403
$33K 0.02%
255
+100
404
$33K 0.02%
355
405
$33K 0.02%
495
406
$32K 0.02%
260
407
$32K 0.02%
5,800
408
$32K 0.02%
159
409
$31K 0.02%
1,138
410
$31K 0.02%
1,380
+1,280
411
$30K 0.02%
300
412
$30K 0.02%
1,775
-450
413
$30K 0.02%
1,900
414
$30K 0.02%
600
415
$30K 0.02%
+1,200
416
$29K 0.02%
1,680
417
$29K 0.02%
233
418
$29K 0.02%
399
419
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290
420
$29K 0.02%
252
421
$28K 0.02%
300
422
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44
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423
$28K 0.02%
122
424
$28K 0.02%
750
425
$28K 0.02%
655
-50
15 16
17
18 19