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
626
$9K ﹤0.01%
+55
627
$9K ﹤0.01%
+101
628
$9K ﹤0.01%
+60
629
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630
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631
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633
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634
$8K ﹤0.01%
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635
$8K ﹤0.01%
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636
$8K ﹤0.01%
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637
$8K ﹤0.01%
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638
$8K ﹤0.01%
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639
$8K ﹤0.01%
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640
$8K ﹤0.01%
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641
$8K ﹤0.01%
+30
642
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$7K ﹤0.01%
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645
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+167
646
$7K ﹤0.01%
+205
647
$7K ﹤0.01%
+57
648
$7K ﹤0.01%
+100
649
$7K ﹤0.01%
+49
650
$7K ﹤0.01%
+68