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
876
– –
0
877
– –
0
878
$0 ﹤0.01%
+18
879
– –
0
880
$0 ﹤0.01%
+20
881
$0 ﹤0.01%
+38
882
$0 ﹤0.01%
+3
883
– –
0
884
– –
0
885
$0 ﹤0.01%
+5
886
$0 ﹤0.01%
+2
887
$0 ﹤0.01%
+10
888
$0 ﹤0.01%
+21
889
$0 ﹤0.01%
+3
890
$0 ﹤0.01%
+1
891
$0 ﹤0.01%
+3
892
$0 ﹤0.01%
+7
893
– –
0
894
$0 ﹤0.01%
+4
895
$0 ﹤0.01%
+13
896
$0 ﹤0.01%
+90
897
– –
0
898
$0 ﹤0.01%
+1
899
– –
0
900
$0 ﹤0.01%
+5
33 34 35
36
37