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
726
$4K ﹤0.01%
300
727
$4K ﹤0.01%
+128
728
$4K ﹤0.01%
58
729
$4K ﹤0.01%
15
730
$4K ﹤0.01%
350
731
$4K ﹤0.01%
200
732
$4K ﹤0.01%
75
733
$4K ﹤0.01%
100
734
$4K ﹤0.01%
25
735
$4K ﹤0.01%
47
736
$4K ﹤0.01%
220
737
$4K ﹤0.01%
37
738
$4K ﹤0.01%
68
739
$4K ﹤0.01%
1,600
740
$4K ﹤0.01%
60
741
$4K ﹤0.01%
74
742
$4K ﹤0.01%
17
743
$4K ﹤0.01%
52
744
$4K ﹤0.01%
37
745
$4K ﹤0.01%
17
746
$3K ﹤0.01%
6
747
$3K ﹤0.01%
35
748
$3K ﹤0.01%
55
749
$3K ﹤0.01%
30
750
$3K ﹤0.01%
25
28 29
30
31 32