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
401
$37.4K 0.02%
419
+20
402
$37.3K 0.02%
836
+1
403
$37.2K 0.02%
70
404
$36.7K 0.02%
795
405
$36.7K 0.02%
1,405
+25
406
$36.5K 0.02%
355
407
$36.4K 0.02%
255
408
$36.2K 0.02%
832
409
$36.1K 0.02%
735
-36
410
$36.1K 0.02%
233
411
$36K 0.02%
7,991
+6,825
412
$35.8K 0.02%
346
-708
413
$34.6K 0.02%
378
+50
414
$34.5K 0.02%
953
+2
415
$34K 0.02%
465
-30
416
$33.9K 0.02%
238
417
$33.9K 0.02%
212
+127
418
$33.8K 0.02%
1,775
419
$33.1K 0.02%
200
420
$32.9K 0.02%
1,138
421
$32.4K 0.02%
154
+39
422
$32K 0.02%
1,900
423
$32K 0.02%
2,054
+669
424
$31.8K 0.02%
3,703
-120
425
$31.5K 0.02%
+3,890
15 16
17
18 19