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
301
$76K 0.04%
+833
302
$76K 0.04%
+200
303
$75K 0.04%
+4,100
304
$75K 0.04%
+2,802
305
$75K 0.04%
+255
306
$74K 0.04%
+1,650
307
$74K 0.04%
+2,745
308
$73K 0.04%
+2,028
309
$73K 0.04%
+1,545
310
$72K 0.04%
+812
311
$70K 0.04%
+240
312
$68K 0.04%
+1,400
313
$68K 0.04%
+297
314
$68K 0.04%
+3,827
315
$67K 0.04%
+423
316
$67K 0.04%
+1,000
317
$67K 0.04%
+737
318
$67K 0.04%
+15,801
319
$66K 0.03%
+5,324
320
$66K 0.03%
+1,092
321
$66K 0.03%
+262
322
$66K 0.03%
+260
323
$65K 0.03%
+950
324
$65K 0.03%
+557
325
$63K 0.03%
+663
11 12
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