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
801
$2K ﹤0.01%
18
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42
803
$2K ﹤0.01%
6
804
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2
805
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37
806
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22
807
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51
-303
808
$2K ﹤0.01%
4
809
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321
810
$1K ﹤0.01%
27
811
$1K ﹤0.01%
500
812
$1K ﹤0.01%
100
813
$1K ﹤0.01%
7
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$1K ﹤0.01%
93
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$1K ﹤0.01%
111
816
$1K ﹤0.01%
16
817
$1K ﹤0.01%
488
818
$1K ﹤0.01%
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819
$1K ﹤0.01%
15
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821
$1K ﹤0.01%
300
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$1K ﹤0.01%
244
823
$1K ﹤0.01%
26
824
$1K ﹤0.01%
324
825
$1K ﹤0.01%
11
31 32
33
34 35