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
901
$0 ﹤0.01%
+139
902
$0 ﹤0.01%
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903
$0 ﹤0.01%
+9
904
$0 ﹤0.01%
+5
905
– –
0
906
$0 ﹤0.01%
+5
907
$0 ﹤0.01%
+2
908
$0 ﹤0.01%
+10
909
$0 ﹤0.01%
+90
910
– –
0
911
$0 ﹤0.01%
+8
912
– –
0
913
– –
0
914
$0 ﹤0.01%
+8
915
– –
0
916
$0 ﹤0.01%
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917
$0 ﹤0.01%
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918
$0 ﹤0.01%
+4
919
– –
0
920
$0 ﹤0.01%
+5
921
– –
0
922
$0 ﹤0.01%
+4
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