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
$199M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.28M
3
+$737K
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$704K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$616K

Top Sells

1
+$798K
2
+$675K
3
+$262K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$198K
5
D icon
Dominion Energy
D
+$177K

Sector Composition

1 Technology 16.63%
2 Financials 9.62%
3 Industrials 5.1%
4 Communication Services 4.29%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$50.3K 0.03%
264
352
$50.2K 0.03%
5,324
353
$49.4K 0.02%
150
354
$48.8K 0.02%
563
355
$48.7K 0.02%
280
356
$48.7K 0.02%
1,871
-100
357
$48.4K 0.02%
1,680
+16
358
$48.1K 0.02%
1,140
-776
359
$48.1K 0.02%
1,175
360
$47.6K 0.02%
200
361
$47.1K 0.02%
+2,105
362
$46.5K 0.02%
180
363
$46.5K 0.02%
716
+398
364
$46.4K 0.02%
155
365
$44.7K 0.02%
310
366
$44.4K 0.02%
2,173
367
$44.3K 0.02%
551
368
$43.7K 0.02%
1,183
+18
369
$43.7K 0.02%
3,863
370
$43.4K 0.02%
1,006
371
$42.7K 0.02%
3,750
-6,275
372
$42.4K 0.02%
1,000
-200
373
$42.4K 0.02%
420
374
$42.2K 0.02%
4,900
375
$42.1K 0.02%
220
13 14
15
16 17