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
426
$31K 0.02%
+369
427
$31K 0.02%
+250
428
$31K 0.02%
+149
429
$31K 0.02%
+425
430
$31K 0.02%
+600
431
$30K 0.02%
+1,372
432
$30K 0.02%
+625
433
$30K 0.02%
+482
434
$30K 0.02%
+660
435
$30K 0.02%
+241
436
$30K 0.02%
+194
437
$29K 0.02%
+750
438
$29K 0.02%
+290
439
$29K 0.02%
+1,021
440
$29K 0.02%
+695
441
$29K 0.02%
+300
442
$29K 0.02%
+1,100
443
$29K 0.02%
+500
444
$28K 0.01%
+400
445
$28K 0.01%
+998
446
$28K 0.01%
+250
447
$28K 0.01%
+109
448
$28K 0.01%
+256
449
$27K 0.01%
+164
450
$27K 0.01%
+230
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