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
$189M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
922
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$7.08M
3
+$6.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.5M
5
PH icon
Parker-Hannifin
PH
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.2%
2 Financials 9.64%
3 Healthcare 7.48%
4 Communication Services 6.41%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139K 0.07%
+1,039
227
$138K 0.07%
+2,818
228
$138K 0.07%
+3,050
229
$138K 0.07%
+9,226
230
$137K 0.07%
+657
231
$135K 0.07%
+800
232
$132K 0.07%
+4,939
233
$132K 0.07%
+4,583
234
$131K 0.07%
+6,600
235
$130K 0.07%
+3,000
236
$130K 0.07%
+1,351
237
$127K 0.07%
+2,228
238
$126K 0.07%
+432
239
$126K 0.07%
+5,000
240
$124K 0.07%
+1,002
241
$122K 0.06%
+1,425
242
$121K 0.06%
+1,571
243
$120K 0.06%
+7,140
244
$120K 0.06%
+1,482
245
$119K 0.06%
+798
246
$119K 0.06%
+514
247
$119K 0.06%
+1,907
248
$118K 0.06%
+129
249
$118K 0.06%
+4,271
250
$116K 0.06%
+1,076
8 9
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