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
576
$12K 0.01%
+226
577
$12K 0.01%
+104
578
$12K 0.01%
+282
579
$12K 0.01%
+576
580
$12K 0.01%
+509
581
$11K 0.01%
+200
582
$11K 0.01%
+135
583
$11K 0.01%
+300
584
$11K 0.01%
+50
585
$11K 0.01%
+128
586
$11K 0.01%
+274
587
$11K 0.01%
+250
588
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+116
589
$11K 0.01%
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590
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591
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+70
592
$11K 0.01%
+750
593
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+140
594
$11K 0.01%
+80
595
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+47
596
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+45
597
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+240
598
$11K 0.01%
+315
599
$11K 0.01%
+526
600
$11K 0.01%
+487
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