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
451
$27K 0.01%
+206
452
$27K 0.01%
+348
453
$27K 0.01%
+1,000
454
$26K 0.01%
+310
455
$26K 0.01%
+887
456
$26K 0.01%
+1,000
457
$26K 0.01%
+400
458
$26K 0.01%
+1,173
459
$26K 0.01%
+472
460
$26K 0.01%
+1,415
461
$26K 0.01%
+765
462
$26K 0.01%
+173
463
$25K 0.01%
+234
464
$25K 0.01%
+155
465
$25K 0.01%
+142
466
$25K 0.01%
+350
467
$24K 0.01%
+294
468
$24K 0.01%
+565
469
$24K 0.01%
+664
470
$24K 0.01%
+528
471
$23K 0.01%
+1,767
472
$23K 0.01%
+200
473
$23K 0.01%
+171
474
$23K 0.01%
+354
475
$23K 0.01%
+450
17 18
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