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
726
$4.37K ﹤0.01%
300
727
$4.29K ﹤0.01%
60
728
$4.23K ﹤0.01%
387
729
$4.22K ﹤0.01%
1,600
730
$4.2K ﹤0.01%
15
731
$4.03K ﹤0.01%
+31
732
$4.01K ﹤0.01%
52
733
$3.93K ﹤0.01%
75
734
$3.74K ﹤0.01%
17
735
$3.67K ﹤0.01%
700
736
$3.6K ﹤0.01%
112
737
$3.49K ﹤0.01%
84
738
$3.42K ﹤0.01%
135
739
$3.4K ﹤0.01%
7
740
$3.4K ﹤0.01%
45
741
$3.37K ﹤0.01%
30
742
$3.31K ﹤0.01%
50
743
$3.3K ﹤0.01%
60
-287
744
$3.25K ﹤0.01%
74
745
$3.23K ﹤0.01%
176
746
$3.21K ﹤0.01%
100
747
$3.16K ﹤0.01%
+200
748
$3.15K ﹤0.01%
200
749
$3.09K ﹤0.01%
79
750
$3.02K ﹤0.01%
50
28 29
30
31 32