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
776
$2K ﹤0.01%
+11
777
$2K ﹤0.01%
+159
778
$2K ﹤0.01%
+25
779
$2K ﹤0.01%
+78
780
$2K ﹤0.01%
+100
781
$2K ﹤0.01%
+7
782
$2K ﹤0.01%
+17
783
$2K ﹤0.01%
+16
784
$2K ﹤0.01%
+42
785
$2K ﹤0.01%
+500
786
$2K ﹤0.01%
+47
787
$2K ﹤0.01%
+11
788
$2K ﹤0.01%
+10
789
$2K ﹤0.01%
+23
790
$2K ﹤0.01%
+42
791
$2K ﹤0.01%
+5
792
$2K ﹤0.01%
+7
793
$2K ﹤0.01%
+6
794
$2K ﹤0.01%
+16
795
$2K ﹤0.01%
+127
796
$2K ﹤0.01%
+34
797
$2K ﹤0.01%
+15
798
$2K ﹤0.01%
+5
799
$2K ﹤0.01%
+15
800
$2K ﹤0.01%
+100
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