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
826
$1K ﹤0.01%
+13
827
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+19
828
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+5
829
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+21
830
$1K ﹤0.01%
+25
831
$1K ﹤0.01%
+13
832
$1K ﹤0.01%
+31
833
– –
0
834
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+17
835
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+31
836
$1K ﹤0.01%
+8
837
$1K ﹤0.01%
+36
838
$1K ﹤0.01%
+2
839
$1K ﹤0.01%
+211
840
$1K ﹤0.01%
+6
841
$1K ﹤0.01%
+34
842
$1K ﹤0.01%
+8
843
$1K ﹤0.01%
+7
844
$1K ﹤0.01%
+15
845
$1K ﹤0.01%
+23
846
$1K ﹤0.01%
+2
847
$1K ﹤0.01%
+7
848
$1K ﹤0.01%
+80
849
$1K ﹤0.01%
+100
850
$1K ﹤0.01%
+16
32 33
34
35 36