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
26
$1.6M 0.91%
38,742
-357
27
$1.59M 0.91%
99,585
+8,150
28
$1.59M 0.91%
4,057
-28
29
$1.53M 0.87%
31,035
+17,110
30
$1.35M 0.77%
3,773
+191
31
$1.3M 0.74%
5,217
-60
32
$1.26M 0.72%
7,372
-248
33
$1.19M 0.68%
17,430
34
$1.17M 0.67%
52,023
+19,430
35
$1.13M 0.64%
20,075
-294
36
$1.08M 0.62%
11,945
+7
37
$947K 0.54%
88,010
+1,400
38
$913K 0.52%
24,406
-1,831
39
$896K 0.51%
15,075
-2,150
40
$892K 0.51%
53,800
-1,038
41
$849K 0.48%
2,619
42
$833K 0.47%
55,478
-1,426
43
$831K 0.47%
17,087
+600
44
$820K 0.47%
28,727
+1,390
45
$808K 0.46%
2,040
+121
46
$807K 0.46%
29,462
+513
47
$798K 0.46%
37,581
+483
48
$780K 0.44%
15,932
-41
49
$759K 0.43%
22,072
-798
50
$712K 0.41%
5,531
-496
1
2
3 4 5