TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$8.31M
2
+$6.63M
3
+$6.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.35M
5
PH icon
Parker-Hannifin
PH
+$3.84M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.2%
2 Financials 9.67%
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
351
$51K 0.03%
+915
352
$51K 0.03%
+521
353
$51K 0.03%
+1,175
354
$51K 0.03%
+393
355
$51K 0.03%
+903
356
$50K 0.03%
+996
357
$50K 0.03%
+300
358
$50K 0.03%
+1,493
359
$50K 0.03%
+1,000
360
$50K 0.03%
+558
361
$49K 0.03%
+6,282
362
$49K 0.03%
+850
363
$48K 0.03%
+267
364
$48K 0.03%
+2,650
365
$48K 0.03%
+116
366
$47K 0.02%
+71
367
$47K 0.02%
+400
368
$47K 0.02%
+645
369
$46K 0.02%
+390
370
$46K 0.02%
+321
371
$46K 0.02%
+254
372
$46K 0.02%
+748
373
$45K 0.02%
+658
374
$45K 0.02%
+821
375
$44K 0.02%
+312
13 14
15
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