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
426
$31.5K 0.02%
282
-258
427
$31.4K 0.02%
664
428
$31.4K 0.02%
250
+1
429
$31.3K 0.02%
330
430
$30.4K 0.02%
1,257
+6
431
$30.2K 0.02%
292
432
$30.2K 0.02%
750
433
$30.1K 0.02%
442
434
$29.8K 0.01%
1,383
-103
435
$29.8K 0.01%
1,360
+70
436
$29.7K 0.01%
300
437
$29.6K 0.01%
600
438
$29.3K 0.01%
250
439
$29.2K 0.01%
260
440
$29K 0.01%
155
441
$28.9K 0.01%
2,273
442
$28.9K 0.01%
316
+4
443
$28.8K 0.01%
500
444
$28.8K 0.01%
1,516
445
$28.2K 0.01%
681
+413
446
$28.2K 0.01%
310
447
$27.9K 0.01%
259
+156
448
$27.4K 0.01%
632
449
$27.2K 0.01%
188
-20
450
$26.9K 0.01%
+282
16 17
18
19 20