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
726
$4K ﹤0.01%
+89
727
$4K ﹤0.01%
+12,820
728
$3K ﹤0.01%
+150
729
$3K ﹤0.01%
+100
730
$3K ﹤0.01%
+7
731
$3K ﹤0.01%
+500
732
$3K ﹤0.01%
+8
733
$3K ﹤0.01%
+20
734
$3K ﹤0.01%
+39
735
$3K ﹤0.01%
+100
736
$3K ﹤0.01%
+51
737
$3K ﹤0.01%
+75
738
$3K ﹤0.01%
+18
739
$3K ﹤0.01%
+14
740
$3K ﹤0.01%
+114
741
$3K ﹤0.01%
+79
742
$3K ﹤0.01%
+105
743
$3K ﹤0.01%
+55
744
$3K ﹤0.01%
+18
745
$3K ﹤0.01%
+60
746
$3K ﹤0.01%
+145
747
$3K ﹤0.01%
+100
748
$3K ﹤0.01%
+78
749
$3K ﹤0.01%
+214
750
$3K ﹤0.01%
+38
28 29
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