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
776
$2K ﹤0.01%
+100
777
$2K ﹤0.01%
200
778
$2K ﹤0.01%
100
779
$2K ﹤0.01%
144
780
$2K ﹤0.01%
+46
781
$2K ﹤0.01%
200
782
$2K ﹤0.01%
+2
783
$2K ﹤0.01%
+2
784
$2K ﹤0.01%
+34
785
$2K ﹤0.01%
217
786
$2K ﹤0.01%
84
787
$2K ﹤0.01%
71
788
$2K ﹤0.01%
+33
789
$2K ﹤0.01%
+52
790
$2K ﹤0.01%
28
791
$2K ﹤0.01%
1,897
792
$2K ﹤0.01%
3,049
793
$2K ﹤0.01%
75
794
$2K ﹤0.01%
153
795
$2K ﹤0.01%
100
796
$2K ﹤0.01%
47
797
$2K ﹤0.01%
23
798
$2K ﹤0.01%
80
-65
799
$2K ﹤0.01%
10
800
$2K ﹤0.01%
42
30 31
32
33 34