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
126
$272K 0.16%
3,456
127
$268K 0.15%
2,411
128
$268K 0.15%
532
+1
129
$267K 0.15%
978
-23
130
$259K 0.15%
26,229
+1,900
131
$253K 0.14%
11,650
132
$247K 0.14%
32,467
+662
133
$247K 0.14%
6,501
+32
134
$246K 0.14%
3,035
-292
135
$242K 0.14%
8,223
-22
136
$242K 0.14%
3,363
+675
137
$240K 0.14%
3,711
138
$237K 0.14%
11,599
+6,849
139
$236K 0.13%
3,381
+295
140
$236K 0.13%
2,710
+225
141
$236K 0.13%
1,482
-81
142
$231K 0.13%
1,381
143
$231K 0.13%
1,484
144
$228K 0.13%
3,817
145
$221K 0.13%
4,309
+2,956
146
$220K 0.13%
13,698
147
$217K 0.12%
2,900
148
$215K 0.12%
2,030
149
$214K 0.12%
1,455
+60
150
$212K 0.12%
1,734
4 5
6
7 8