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 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
751
$3K ﹤0.01%
25
752
$3K ﹤0.01%
17
753
$3K ﹤0.01%
67
754
$3K ﹤0.01%
50
755
$3K ﹤0.01%
84
756
$3K ﹤0.01%
176
757
$3K ﹤0.01%
416
758
$3K ﹤0.01%
141
759
$3K ﹤0.01%
50
+27
760
$3K ﹤0.01%
800
761
$3K ﹤0.01%
2,000
+1,000
762
$3K ﹤0.01%
80
763
$3K ﹤0.01%
250
764
$3K ﹤0.01%
654
765
$3K ﹤0.01%
+29
766
$3K ﹤0.01%
7
-7
767
$3K ﹤0.01%
387
768
$3K ﹤0.01%
450
769
$3K ﹤0.01%
30
770
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135
771
$3K ﹤0.01%
45
772
$3K ﹤0.01%
100
773
$3K ﹤0.01%
200
774
$2K ﹤0.01%
+2
775
$2K ﹤0.01%
+34
29 30
31
32 33