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
751
$3K ﹤0.01%
+100
752
$3K ﹤0.01%
+5
753
$3K ﹤0.01%
+250
754
$3K ﹤0.01%
+94
755
$3K ﹤0.01%
+75
756
$3K ﹤0.01%
+654
757
$3K ﹤0.01%
+100
758
$3K ﹤0.01%
+63
759
$3K ﹤0.01%
+8
760
$2K ﹤0.01%
+12
761
$2K ﹤0.01%
+92
762
$2K ﹤0.01%
+15
763
$2K ﹤0.01%
+19
764
$2K ﹤0.01%
+47
765
$2K ﹤0.01%
+109
766
$2K ﹤0.01%
+9
767
$2K ﹤0.01%
+2
768
$2K ﹤0.01%
+8
769
$2K ﹤0.01%
+4
770
$2K ﹤0.01%
+59
771
$2K ﹤0.01%
+20
772
$2K ﹤0.01%
+68
773
$2K ﹤0.01%
+28
774
$2K ﹤0.01%
+500
775
$2K ﹤0.01%
+42
29 30
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