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
401
$37K 0.02%
+878
402
$37K 0.02%
+358
403
$37K 0.02%
+504
404
$37K 0.02%
+339
405
$36K 0.02%
+74
406
$36K 0.02%
+350
407
$36K 0.02%
+1,000
408
$36K 0.02%
+350
409
$36K 0.02%
+850
410
$35K 0.02%
+1,000
411
$35K 0.02%
+550
412
$35K 0.02%
+260
413
$35K 0.02%
+2,273
414
$35K 0.02%
+411
415
$34K 0.02%
+719
416
$34K 0.02%
+581
417
$34K 0.02%
+316
418
$33K 0.02%
+250
419
$33K 0.02%
+663
420
$33K 0.02%
+360
421
$33K 0.02%
+304
422
$33K 0.02%
+440
423
$32K 0.02%
+205
424
$32K 0.02%
+314
425
$32K 0.02%
+1,850
15 16
17
18 19