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
501
$18K 0.01%
+332
502
$18K 0.01%
+196
503
$17K 0.01%
+688
504
$17K 0.01%
+1,897
505
$17K 0.01%
+163
506
$17K 0.01%
+200
507
$17K 0.01%
+63
508
$17K 0.01%
+650
509
$17K 0.01%
+250
510
$17K 0.01%
+250
511
$17K 0.01%
+333
512
$17K 0.01%
+1,057
513
$17K 0.01%
+321
514
$16K 0.01%
+200
515
$16K 0.01%
+60
516
$16K 0.01%
+1,000
517
$16K 0.01%
+256
518
$16K 0.01%
+279
519
$16K 0.01%
+63
520
$15K 0.01%
+750
521
$15K 0.01%
+249
522
$15K 0.01%
+390
523
$15K 0.01%
+200
524
$15K 0.01%
+195
525
$15K 0.01%
+602
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