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
526
$15K 0.01%
+249
527
$15K 0.01%
+390
528
$15K 0.01%
+68
529
$15K 0.01%
+271
530
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+192
531
$15K 0.01%
+1,450
532
$14K 0.01%
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533
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+410
534
$14K 0.01%
+50
535
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+64
536
$14K 0.01%
+325
537
$14K 0.01%
+76
538
$14K 0.01%
+300
539
$14K 0.01%
+1,250
540
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+450
541
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542
$14K 0.01%
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543
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+420
544
$14K 0.01%
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545
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546
$14K 0.01%
+300
547
$14K 0.01%
+308
548
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+112
549
$14K 0.01%
+250
550
$13K 0.01%
+200
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