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
801
$2K ﹤0.01%
+140
802
$2K ﹤0.01%
+5
803
$2K ﹤0.01%
+272
804
$2K ﹤0.01%
+100
805
$2K ﹤0.01%
+10
806
$1K ﹤0.01%
+27
807
$1K ﹤0.01%
+15
808
$1K ﹤0.01%
+7
809
$1K ﹤0.01%
+17
810
$1K ﹤0.01%
+32
811
$1K ﹤0.01%
+1,100
812
$1K ﹤0.01%
+12
813
$1K ﹤0.01%
+154
814
$1K ﹤0.01%
+93
815
$1K ﹤0.01%
+22
816
$1K ﹤0.01%
+38
817
$1K ﹤0.01%
+16
818
$1K ﹤0.01%
+488
819
$1K ﹤0.01%
+9
820
$1K ﹤0.01%
+9
821
$1K ﹤0.01%
+25
822
$1K ﹤0.01%
+2
823
$1K ﹤0.01%
+65
824
$1K ﹤0.01%
+49
825
$1K ﹤0.01%
+7
31 32
33
34 35