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%
+17
802
$2K ﹤0.01%
+10
803
$2K ﹤0.01%
+23
804
$2K ﹤0.01%
+42
805
$2K ﹤0.01%
+5
806
$1K ﹤0.01%
+16
807
$1K ﹤0.01%
+25
808
$1K ﹤0.01%
+15
809
$1K ﹤0.01%
+7
810
$1K ﹤0.01%
+17
811
$1K ﹤0.01%
+32
812
$1K ﹤0.01%
+1,100
813
$1K ﹤0.01%
+12
814
$1K ﹤0.01%
+154
815
$1K ﹤0.01%
+93
816
$1K ﹤0.01%
+22
817
$1K ﹤0.01%
+38
818
$1K ﹤0.01%
+488
819
$1K ﹤0.01%
+9
820
$1K ﹤0.01%
+9
821
$1K ﹤0.01%
+2
822
$1K ﹤0.01%
+65
823
$1K ﹤0.01%
+49
824
$1K ﹤0.01%
+7
825
$1K ﹤0.01%
+25
31 32
33
34 35