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
676
$6K ﹤0.01%
+105
677
$6K ﹤0.01%
+41
678
$6K ﹤0.01%
+400
679
$6K ﹤0.01%
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680
$5K ﹤0.01%
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681
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682
$5K ﹤0.01%
+23
683
$5K ﹤0.01%
+84
684
$5K ﹤0.01%
+48
685
$5K ﹤0.01%
+37
686
$5K ﹤0.01%
+60
687
$5K ﹤0.01%
+600
688
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+286
689
$5K ﹤0.01%
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690
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691
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692
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693
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694
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695
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696
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+350
697
$5K ﹤0.01%
+200
698
$5K ﹤0.01%
+75
699
$5K ﹤0.01%
+8
700
$5K ﹤0.01%
+112
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