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
526
$15K 0.01%
+23
527
$15K 0.01%
+350
528
$15K 0.01%
+68
529
$15K 0.01%
+271
530
$15K 0.01%
+192
531
$15K 0.01%
+1,450
532
$14K 0.01%
+420
533
$14K 0.01%
+125
534
$14K 0.01%
+1,250
535
$14K 0.01%
+450
536
$14K 0.01%
+117
537
$14K 0.01%
+410
538
$14K 0.01%
+95
539
$14K 0.01%
+575
540
$14K 0.01%
+100
541
$14K 0.01%
+300
542
$14K 0.01%
+308
543
$14K 0.01%
+112
544
$14K 0.01%
+250
545
$14K 0.01%
+50
546
$14K 0.01%
+64
547
$14K 0.01%
+325
548
$14K 0.01%
+76
549
$14K 0.01%
+300
550
$13K 0.01%
+200
20 21
22
23 24