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
551
$13K 0.01%
+49
552
$13K 0.01%
+75
553
$13K 0.01%
+4,339
554
$13K 0.01%
+250
555
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+101
556
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557
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558
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+925
559
$13K 0.01%
+264
560
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+483
561
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+690
562
$13K 0.01%
+355
563
$13K 0.01%
+200
564
$13K 0.01%
+250
565
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+29
566
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567
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+200
568
$12K 0.01%
+68
569
$12K 0.01%
+457
570
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571
$12K 0.01%
+250
572
$12K 0.01%
+68
573
$12K 0.01%
+510
574
$12K 0.01%
+75
575
$12K 0.01%
+275
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