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
251
$114K 0.06%
+3,215
252
$114K 0.06%
+1,316
253
$114K 0.06%
+2,065
254
$114K 0.06%
+1,226
255
$109K 0.06%
+444
256
$109K 0.06%
+4,950
257
$108K 0.06%
+306
258
$107K 0.06%
+1,600
259
$106K 0.06%
+278
260
$106K 0.06%
+550
261
$106K 0.06%
+907
262
$105K 0.06%
+4,572
263
$104K 0.06%
+1,525
264
$103K 0.05%
+181
265
$103K 0.05%
+4,200
266
$102K 0.05%
+1,900
267
$102K 0.05%
+735
268
$101K 0.05%
+4,776
269
$100K 0.05%
+4,973
270
$100K 0.05%
+2,078
271
$99K 0.05%
+5,280
272
$98K 0.05%
+455
273
$98K 0.05%
+1,225
274
$97K 0.05%
+1,093
275
$97K 0.05%
+2,188
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