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
776
$2K ﹤0.01%
217
777
$2K ﹤0.01%
84
778
$2K ﹤0.01%
71
779
$2K ﹤0.01%
109
780
$2K ﹤0.01%
100
781
$2K ﹤0.01%
+100
782
$2K ﹤0.01%
200
783
$2K ﹤0.01%
100
784
$2K ﹤0.01%
144
785
$2K ﹤0.01%
+46
786
$2K ﹤0.01%
+33
787
$2K ﹤0.01%
+52
788
$2K ﹤0.01%
28
789
$2K ﹤0.01%
1,897
790
$2K ﹤0.01%
3,049
791
$2K ﹤0.01%
100
792
$2K ﹤0.01%
47
793
$2K ﹤0.01%
23
794
$2K ﹤0.01%
80
-65
795
$2K ﹤0.01%
10
796
$2K ﹤0.01%
42
797
$2K ﹤0.01%
18
798
$2K ﹤0.01%
42
799
$2K ﹤0.01%
6
800
$2K ﹤0.01%
2
30 31
32
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