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
476
$22.3K 0.01%
205
+31
477
$22.1K 0.01%
450
-339
478
$22.1K 0.01%
200
479
$21.8K 0.01%
180
480
$21.7K 0.01%
+100
481
$21.7K 0.01%
171
482
$21.5K 0.01%
145
483
$21.2K 0.01%
4,600
-1,200
484
$21.1K 0.01%
355
-300
485
$21.1K 0.01%
449
-3,775
486
$21.1K 0.01%
260
487
$20.8K 0.01%
900
488
$20.7K 0.01%
498
489
$20.5K 0.01%
79
+36
490
$20.4K 0.01%
+1,000
491
$20.4K 0.01%
400
492
$20.2K 0.01%
561
493
$19.9K 0.01%
100
-30
494
$19.8K 0.01%
100
495
$19.8K 0.01%
200
496
$19.7K 0.01%
48
497
$19.6K 0.01%
+1,310
498
$19.6K 0.01%
167
-85
499
$19.1K 0.01%
142
500
$19.1K 0.01%
354
18 19
20
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