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
101
$346K 0.2%
6,240
+960
102
$345K 0.2%
5,075
103
$341K 0.19%
4,053
-201
104
$339K 0.19%
3,597
+100
105
$339K 0.19%
7,168
+546
106
$333K 0.19%
1,416
-73
107
$330K 0.19%
2,216
+320
108
$324K 0.18%
1,924
-70
109
$318K 0.18%
2,068
110
$318K 0.18%
16,900
111
$313K 0.18%
2,157
112
$310K 0.18%
5,730
113
$309K 0.18%
6,544
+617
114
$302K 0.17%
14,865
115
$301K 0.17%
8,498
116
$301K 0.17%
9,296
-1,191
117
$299K 0.17%
9,593
-1,468
118
$299K 0.17%
794
+6
119
$299K 0.17%
2,952
-115
120
$294K 0.17%
2,014
+100
121
$289K 0.16%
2,814
-125
122
$287K 0.16%
1,248
+100
123
$280K 0.16%
8,007
124
$278K 0.16%
1,412
-1
125
$273K 0.16%
3,404
+15
3 4
5
6 7