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
376
$42K 0.02%
748
-603
377
$41.8K 0.02%
1,200
-1,080
378
$41.7K 0.02%
+250
379
$41.5K 0.02%
88
380
$41.4K 0.02%
7,302
-9,930
381
$41.1K 0.02%
750
382
$41.1K 0.02%
1,020
383
$40.9K 0.02%
634
+382
384
$40.7K 0.02%
1,152
385
$40.5K 0.02%
+2,100
386
$40.4K 0.02%
786
-151
387
$40.4K 0.02%
401
+241
388
$40.4K 0.02%
558
389
$40.4K 0.02%
473
+278
390
$39.1K 0.02%
159
391
$39K 0.02%
1,308
392
$39K 0.02%
2,640
+2,040
393
$38.6K 0.02%
81
394
$38.1K 0.02%
1,540
395
$37.9K 0.02%
47
+3
396
$37.8K 0.02%
1,087
+6
397
$37.7K 0.02%
1,489
+9
398
$37.7K 0.02%
3,055
-265
399
$37.6K 0.02%
722
+51
400
$37.5K 0.02%
261
+1
14 15
16
17 18