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
776
$2K ﹤0.01%
+500
777
$2K ﹤0.01%
+47
778
$2K ﹤0.01%
+11
779
$2K ﹤0.01%
+7
780
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781
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+16
782
$2K ﹤0.01%
+127
783
$2K ﹤0.01%
+34
784
$2K ﹤0.01%
+15
785
$2K ﹤0.01%
+5
786
$2K ﹤0.01%
+15
787
$2K ﹤0.01%
+100
788
$2K ﹤0.01%
+140
789
$2K ﹤0.01%
+5
790
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791
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+100
792
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793
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794
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+4
795
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+59
796
$2K ﹤0.01%
+20
797
$2K ﹤0.01%
+68
798
$2K ﹤0.01%
+28
799
$2K ﹤0.01%
+500
800
$2K ﹤0.01%
+7
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