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
176
$167K 0.1%
2,874
-247
177
$167K 0.1%
2,864
178
$167K 0.1%
3,060
179
$165K 0.09%
1,482
180
$164K 0.09%
13,206
+27
181
$163K 0.09%
3,025
+2
182
$162K 0.09%
1,065
183
$161K 0.09%
3,200
+800
184
$161K 0.09%
1,995
185
$159K 0.09%
1,540
+2
186
$156K 0.09%
481
+3
187
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3,999
+23
188
$153K 0.09%
4,484
+150
189
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2,736
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190
$153K 0.09%
335
191
$151K 0.09%
1,100
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192
$149K 0.09%
717
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272
194
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195
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3,586
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196
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1,616
197
$143K 0.08%
2,179
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198
$142K 0.08%
2,629
-398
199
$140K 0.08%
1,349
-123
200
$139K 0.08%
4,583
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