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
76
$476K 0.27%
5,059
+773
77
$464K 0.26%
7,258
78
$459K 0.26%
4,416
+252
79
$455K 0.26%
10,771
+183
80
$450K 0.26%
7,286
81
$446K 0.25%
1,637
+1
82
$444K 0.25%
6,028
-235
83
$441K 0.25%
7,447
+63
84
$427K 0.24%
1,413
-1
85
$426K 0.24%
8,727
86
$403K 0.23%
6,970
-50
87
$395K 0.23%
8,000
88
$392K 0.22%
2,146
+10
89
$390K 0.22%
691
90
$390K 0.22%
5,847
+34
91
$389K 0.22%
3,888
-401
92
$386K 0.22%
18,686
+5,261
93
$385K 0.22%
5,947
+7
94
$382K 0.22%
2,743
95
$376K 0.21%
3,886
+1
96
$376K 0.21%
1,251
-50
97
$375K 0.21%
13,293
+1,486
98
$367K 0.21%
2,892
-37
99
$362K 0.21%
5,970
+830
100
$353K 0.2%
6,663
2 3
4
5 6