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
851
$1K ﹤0.01%
7
852
$1K ﹤0.01%
93
853
$1K ﹤0.01%
111
854
$1K ﹤0.01%
16
855
$1K ﹤0.01%
488
856
$1K ﹤0.01%
1,000
857
$1K ﹤0.01%
15
858
$1K ﹤0.01%
75
859
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300
860
$1K ﹤0.01%
244
861
$0 ﹤0.01%
2
-2
862
$0 ﹤0.01%
214
863
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10
864
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865
– –
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867
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4
+3
868
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869
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870
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871
– –
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872
$0 ﹤0.01%
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873
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5
874
– –
-80
875
$0 ﹤0.01%
1
33 34
35
36 37