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
676
$6.33K ﹤0.01%
88
-50
677
$6.31K ﹤0.01%
200
678
$6.29K ﹤0.01%
350
679
$6.25K ﹤0.01%
+76
680
$6.25K ﹤0.01%
62
+15
681
$6.25K ﹤0.01%
16
682
$6.25K ﹤0.01%
303
683
$6.21K ﹤0.01%
114
-300
684
$6.08K ﹤0.01%
129
685
$5.76K ﹤0.01%
89
686
$5.69K ﹤0.01%
135
687
$5.65K ﹤0.01%
8
688
$5.64K ﹤0.01%
37
689
$5.63K ﹤0.01%
72
690
$5.58K ﹤0.01%
25
691
$5.57K ﹤0.01%
409
692
$5.56K ﹤0.01%
12
693
$5.55K ﹤0.01%
244
-815
694
$5.55K ﹤0.01%
60
695
$5.54K ﹤0.01%
36
696
$5.53K ﹤0.01%
55
697
$5.41K ﹤0.01%
79
698
$5.38K ﹤0.01%
100
699
$5.37K ﹤0.01%
105
700
$5.24K ﹤0.01%
50
26 27
28
29 30