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
801
$2K ﹤0.01%
+59
802
$2K ﹤0.01%
+20
803
$2K ﹤0.01%
+68
804
$2K ﹤0.01%
+28
805
$2K ﹤0.01%
+500
806
$1K ﹤0.01%
+16
807
$1K ﹤0.01%
+25
808
$1K ﹤0.01%
+13
809
$1K ﹤0.01%
+27
810
$1K ﹤0.01%
+31
811
– –
0
812
$1K ﹤0.01%
+2
813
$1K ﹤0.01%
+218
814
$1K ﹤0.01%
+6
815
$1K ﹤0.01%
+17
816
$1K ﹤0.01%
+31
817
$1K ﹤0.01%
+8
818
$1K ﹤0.01%
+36
819
$1K ﹤0.01%
+7
820
$1K ﹤0.01%
+80
821
$1K ﹤0.01%
+100
822
$1K ﹤0.01%
+16
823
$1K ﹤0.01%
+50
824
$1K ﹤0.01%
+7
825
$1K ﹤0.01%
+4
31 32
33
34 35