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
751
$3K ﹤0.01%
135
752
$3K ﹤0.01%
12
753
$3K ﹤0.01%
79
754
$3K ﹤0.01%
45
755
$3K ﹤0.01%
100
756
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200
757
$3K ﹤0.01%
17
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$3K ﹤0.01%
67
759
$3K ﹤0.01%
50
760
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84
761
$3K ﹤0.01%
176
762
$3K ﹤0.01%
416
763
$3K ﹤0.01%
141
764
$3K ﹤0.01%
50
+27
765
$3K ﹤0.01%
800
766
$3K ﹤0.01%
2,000
+1,000
767
$3K ﹤0.01%
80
768
$3K ﹤0.01%
250
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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772
$3K ﹤0.01%
387
773
$3K ﹤0.01%
450
774
$2K ﹤0.01%
+52
775
$2K ﹤0.01%
28
29 30
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32 33