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
851
$1K ﹤0.01%
+27
852
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+1
853
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+5
854
– –
0
855
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856
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857
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+20
858
$1K ﹤0.01%
+44
859
$1K ﹤0.01%
+1,000
860
$1K ﹤0.01%
+190
861
$1K ﹤0.01%
+29
862
$1K ﹤0.01%
+17
863
$1K ﹤0.01%
+31
864
$1K ﹤0.01%
+8
865
$1K ﹤0.01%
+36
866
$1K ﹤0.01%
+7
867
$1K ﹤0.01%
+80
868
$1K ﹤0.01%
+100
869
$1K ﹤0.01%
+16
870
$1K ﹤0.01%
+50
871
$1K ﹤0.01%
+7
872
$1K ﹤0.01%
+4
873
$1K ﹤0.01%
+2
874
$0 ﹤0.01%
+44
875
$0 ﹤0.01%
+90
33 34
35
36 37