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
526
$16.9K 0.01%
142
+77
527
$16.9K 0.01%
247
528
$16.8K 0.01%
163
529
$16.7K 0.01%
350
530
$16.6K 0.01%
511
-106
531
$16.4K 0.01%
212
+100
532
$16.4K 0.01%
200
533
$16.4K 0.01%
770
534
$16.4K 0.01%
469
535
$16.3K 0.01%
278
+138
536
$16.3K 0.01%
1,950
-150
537
$16.3K 0.01%
250
538
$16.2K 0.01%
111
539
$16.2K 0.01%
210
540
$16K 0.01%
295
-1,296
541
$15.6K 0.01%
1,724
+250
542
$15.6K 0.01%
379
+3
543
$15.5K 0.01%
250
544
$15.4K 0.01%
258
545
$15.4K 0.01%
168
546
$15.3K 0.01%
24,440
+12,700
547
$15.2K 0.01%
264
548
$15.2K 0.01%
300
549
$15.2K 0.01%
100
550
$15K 0.01%
65
20 21
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