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
626
$9K ﹤0.01%
+100
627
$9K ﹤0.01%
+40
628
$9K ﹤0.01%
+140
629
$9K ﹤0.01%
+30
630
$9K ﹤0.01%
+400
631
$9K ﹤0.01%
+1,350
632
$9K ﹤0.01%
+34
633
$8K ﹤0.01%
+130
634
$8K ﹤0.01%
+80
635
$8K ﹤0.01%
+322
636
$8K ﹤0.01%
+69
637
$8K ﹤0.01%
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638
$8K ﹤0.01%
+285
639
$8K ﹤0.01%
+600
640
$8K ﹤0.01%
+30
641
$8K ﹤0.01%
+58
642
$8K ﹤0.01%
+467
643
$8K ﹤0.01%
+105
644
$7K ﹤0.01%
+100
645
$7K ﹤0.01%
+167
646
$7K ﹤0.01%
+49
647
$7K ﹤0.01%
+68
648
$7K ﹤0.01%
+10
649
$7K ﹤0.01%
+62
650
$7K ﹤0.01%
+25
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