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 5.16%
4 Communication Services 4.65%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
250
702
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703
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+50
704
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89
705
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+80
706
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25
707
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127
708
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709
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79
710
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135
711
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55
712
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100
713
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129
714
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409
715
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300
716
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37
717
$4K ﹤0.01%
1,600
718
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60
719
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720
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100
721
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37
722
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68
723
$4K ﹤0.01%
300
724
$4K ﹤0.01%
17
725
$4K ﹤0.01%
52
27 28
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