TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
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
+$9.34M
2
+$7.08M
3
+$6.31M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.5M
5
PH icon
Parker-Hannifin
PH
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.2%
2 Financials 9.64%
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%
+196
502
$18K 0.01%
+65
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%
+321
511
$17K 0.01%
+250
512
$17K 0.01%
+333
513
$17K 0.01%
+1,057
514
$16K 0.01%
+279
515
$16K 0.01%
+63
516
$16K 0.01%
+200
517
$16K 0.01%
+60
518
$16K 0.01%
+1,000
519
$16K 0.01%
+256
520
$15K 0.01%
+23
521
$15K 0.01%
+350
522
$15K 0.01%
+200
523
$15K 0.01%
+195
524
$15K 0.01%
+602
525
$15K 0.01%
+750
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