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
201
$138K 0.08%
5,030
-70
202
$137K 0.08%
3,750
+2,750
203
$136K 0.08%
333
-38
204
$136K 0.08%
2,321
+1,110
205
$135K 0.08%
2,850
206
$135K 0.08%
568
207
$135K 0.08%
1,128
+5
208
$134K 0.08%
5,572
209
$133K 0.08%
655
+225
210
$130K 0.07%
1,655
211
$129K 0.07%
2,812
+9
212
$128K 0.07%
820
213
$127K 0.07%
4,040
214
$126K 0.07%
2,548
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215
$125K 0.07%
6,445
+53
216
$125K 0.07%
1,485
217
$125K 0.07%
879
218
$124K 0.07%
30,500
+28,500
219
$124K 0.07%
2,544
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220
$124K 0.07%
6,950
+3,250
221
$122K 0.07%
365
222
$122K 0.07%
2,498
+18
223
$122K 0.07%
1,351
224
$122K 0.07%
2,748
+100
225
$121K 0.07%
1,251
7 8
9
10 11