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
776
$2.25K ﹤0.01%
47
777
$2.24K ﹤0.01%
320
-1
778
$2.22K ﹤0.01%
23
779
$2.18K ﹤0.01%
+166
780
$2.17K ﹤0.01%
450
781
$2.16K ﹤0.01%
33
782
$2.15K ﹤0.01%
144
783
$2.12K ﹤0.01%
46
784
$2.03K ﹤0.01%
10
785
$2K ﹤0.01%
42
786
$1.96K ﹤0.01%
4
787
$1.95K ﹤0.01%
18
788
$1.93K ﹤0.01%
217
789
$1.89K ﹤0.01%
6
790
$1.77K ﹤0.01%
28
791
$1.76K ﹤0.01%
53
+2
792
$1.75K ﹤0.01%
100
793
$1.74K ﹤0.01%
42
794
$1.67K ﹤0.01%
22
795
$1.67K ﹤0.01%
100
796
$1.66K ﹤0.01%
13
+5
797
$1.66K ﹤0.01%
80
798
$1.66K ﹤0.01%
71
799
$1.64K ﹤0.01%
111
800
$1.61K ﹤0.01%
33
30 31
32
33 34