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
$131M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$855K
2
+$800K
3
+$490K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$423K
5
SLF icon
Sun Life Financial
SLF
+$391K

Top Sells

1
+$3.71M
2
+$1.62M
3
+$1.18M
4
PFE icon
Pfizer
PFE
+$882K
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$780K

Sector Composition

1 Technology 13.03%
2 Financials 10.25%
3 Consumer Staples 5.17%
4 Communication Services 4.99%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
618
627
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30
628
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629
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630
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631
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632
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633
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638
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86
649
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$5K ﹤0.01%
30
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