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
476
$23K 0.01%
+230
477
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+470
478
$22K 0.01%
+275
479
$22K 0.01%
+771
480
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481
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482
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483
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+250
484
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+1,000
485
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+416
486
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487
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+61
488
$20K 0.01%
+350
489
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+1,221
491
$19K 0.01%
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492
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+600
493
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+770
494
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+200
495
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+950
496
$18K 0.01%
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497
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498
$18K 0.01%
+574
499
$18K 0.01%
+130
500
$18K 0.01%
+350
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