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
151
$209K 0.12%
4,227
152
$209K 0.12%
2,794
153
$209K 0.12%
3,654
154
$201K 0.11%
9,050
+1,850
155
$201K 0.11%
968
156
$198K 0.11%
8,422
-426
157
$197K 0.11%
4,957
-33
158
$196K 0.11%
1,021
159
$195K 0.11%
3,720
+1,214
160
$193K 0.11%
3,284
161
$191K 0.11%
1,168
162
$189K 0.11%
4,224
+252
163
$187K 0.11%
1,074
164
$185K 0.11%
4,908
165
$184K 0.1%
3,444
166
$182K 0.1%
685
167
$181K 0.1%
620
168
$181K 0.1%
1,179
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169
$179K 0.1%
4,835
+1,016
170
$178K 0.1%
1,635
171
$177K 0.1%
19,216
+283
172
$176K 0.1%
+7,759
173
$173K 0.1%
5,747
+15
174
$170K 0.1%
386
-45
175
$169K 0.1%
1,059
-14
5 6
7
8 9