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
901
$0 ﹤0.01%
+20
902
$0 ﹤0.01%
+7
903
– –
0
904
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905
$0 ﹤0.01%
+8
906
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907
$0 ﹤0.01%
+1
908
$0 ﹤0.01%
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909
$0 ﹤0.01%
+4
910
– –
0
911
– –
0
912
$0 ﹤0.01%
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913
$0 ﹤0.01%
+50
914
$0 ﹤0.01%
+4
915
$0 ﹤0.01%
+145
916
$0 ﹤0.01%
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917
$0 ﹤0.01%
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918
$0 ﹤0.01%
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919
$0 ﹤0.01%
+5
920
– –
0
921
$0 ﹤0.01%
+4
922
$0 ﹤0.01%
+9
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