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
51
$711K 0.41%
2,697
+35
52
$705K 0.4%
21,263
-791
53
$695K 0.4%
14,810
+400
54
$688K 0.39%
11,669
+998
55
$677K 0.39%
19,033
-1,129
56
$659K 0.38%
6,378
-40
57
$632K 0.36%
4,356
-144
58
$629K 0.36%
31,281
+3,239
59
$619K 0.35%
1,789
60
$602K 0.34%
4,306
-115
61
$597K 0.34%
22,179
-35
62
$582K 0.33%
7,453
63
$570K 0.33%
2,740
+100
64
$556K 0.32%
16,762
-485
65
$556K 0.32%
12,084
+3,339
66
$545K 0.31%
2,554
+150
67
$543K 0.31%
10,895
+285
68
$531K 0.3%
9,024
-470
69
$523K 0.3%
7,066
+1,086
70
$513K 0.29%
3,025
+108
71
$510K 0.29%
8,140
72
$504K 0.29%
3,235
+3
73
$493K 0.28%
7,740
+390
74
$482K 0.27%
9,185
-1,950
75
$478K 0.27%
11,053
-1,431
1 2
3
4 5