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
851
$1K ﹤0.01%
+21
852
$1K ﹤0.01%
+258
853
$1K ﹤0.01%
72
854
$1K ﹤0.01%
100
855
$1K ﹤0.01%
19
856
$1K ﹤0.01%
63
857
$1K ﹤0.01%
8
858
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17
859
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28
860
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14
861
$0 ﹤0.01%
8
862
$0 ﹤0.01%
44
863
$0 ﹤0.01%
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864
$0 ﹤0.01%
16
865
– –
-835
866
$0 ﹤0.01%
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867
$0 ﹤0.01%
5
868
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869
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870
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872
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873
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874
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50
875
– –
-50
33 34
35
36 37