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
576
$12K 0.01%
+250
577
$12K 0.01%
+68
578
$12K 0.01%
+510
579
$12K 0.01%
+75
580
$12K 0.01%
+275
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%
+487
588
$11K 0.01%
+30
589
$11K 0.01%
+70
590
$11K 0.01%
+750
591
$11K 0.01%
+140
592
$11K 0.01%
+250
593
$11K 0.01%
+116
594
$11K 0.01%
+584
595
$11K 0.01%
+526
596
$11K 0.01%
+80
597
$11K 0.01%
+47
598
$11K 0.01%
+45
599
$11K 0.01%
+240
600
$11K 0.01%
+315
22 23
24
25 26