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
801
$1.58K ﹤0.01%
26
802
$1.55K ﹤0.01%
5
803
$1.53K ﹤0.01%
109
804
$1.48K ﹤0.01%
153
805
$1.48K ﹤0.01%
+80
806
$1.47K ﹤0.01%
100
807
$1.44K ﹤0.01%
53
808
$1.43K ﹤0.01%
15
809
$1.42K ﹤0.01%
28
810
$1.36K ﹤0.01%
+40
811
$1.34K ﹤0.01%
15
812
$1.33K ﹤0.01%
71
+2
813
$1.28K ﹤0.01%
6
814
$1.26K ﹤0.01%
7
815
$1.26K ﹤0.01%
31
816
$1.25K ﹤0.01%
250
817
$1.24K ﹤0.01%
49
818
$1.21K ﹤0.01%
1
-1
819
$1.2K ﹤0.01%
1
-1
820
$1.18K ﹤0.01%
50
821
$1.08K ﹤0.01%
31
822
$1.08K ﹤0.01%
75
823
$1.05K ﹤0.01%
+20
824
$1.03K ﹤0.01%
29
825
$1.03K ﹤0.01%
8
31 32
33
34 35