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
701
$5.23K ﹤0.01%
100
702
$5.21K ﹤0.01%
74
703
$5.2K ﹤0.01%
37
704
$5.2K ﹤0.01%
220
705
$5.17K ﹤0.01%
245
706
$5.09K ﹤0.01%
32
707
$4.97K ﹤0.01%
467
708
$4.96K ﹤0.01%
55
709
$4.94K ﹤0.01%
127
710
$4.92K ﹤0.01%
204
711
$4.92K ﹤0.01%
300
712
$4.91K ﹤0.01%
64
713
$4.9K ﹤0.01%
350
714
$4.89K ﹤0.01%
90
715
$4.85K ﹤0.01%
37
716
$4.83K ﹤0.01%
84
717
$4.78K ﹤0.01%
75
718
$4.74K ﹤0.01%
72
719
$4.72K ﹤0.01%
200
720
$4.65K ﹤0.01%
17
721
$4.57K ﹤0.01%
84
+68
722
$4.54K ﹤0.01%
93
723
$4.51K ﹤0.01%
128
724
$4.42K ﹤0.01%
58
725
$4.41K ﹤0.01%
500
-425
27 28
29
30 31