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
126
$306K 0.16%
+2,260
127
$306K 0.16%
+1,495
128
$305K 0.16%
+2,659
129
$303K 0.16%
+6,202
130
$303K 0.16%
+5,838
131
$302K 0.16%
+1,723
132
$301K 0.16%
+1,646
133
$298K 0.16%
+3,090
134
$295K 0.16%
+1,259
135
$295K 0.16%
+2,285
136
$292K 0.15%
+2,785
137
$290K 0.15%
+8,000
138
$289K 0.15%
+5,737
139
$286K 0.15%
+28,390
140
$286K 0.15%
+3,980
141
$284K 0.15%
+6,959
142
$283K 0.15%
+6,881
143
$280K 0.15%
+3,858
144
$279K 0.15%
+1,131
145
$279K 0.15%
+2,715
146
$277K 0.15%
+7,957
147
$268K 0.14%
+472
148
$267K 0.14%
+897
149
$267K 0.14%
+6,763
150
$267K 0.14%
+2,163
4 5
6
7 8