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
176
$208K 0.11%
+1,200
177
$207K 0.11%
+2,128
178
$203K 0.11%
+1,224
179
$203K 0.11%
+2,377
180
$203K 0.11%
+2,616
181
$195K 0.1%
+867
182
$194K 0.1%
+3,200
183
$194K 0.1%
+3,059
184
$194K 0.1%
+2,924
185
$194K 0.1%
+9,072
186
$193K 0.1%
+5,970
187
$193K 0.1%
+2,542
188
$193K 0.1%
+4,501
189
$192K 0.1%
+1,653
190
$191K 0.1%
+5,808
191
$190K 0.1%
+12,660
192
$189K 0.1%
+835
193
$184K 0.1%
+756
194
$181K 0.1%
+1,479
195
$181K 0.1%
+3,052
196
$181K 0.1%
+2,543
197
$179K 0.09%
+2,080
198
$179K 0.09%
+3,641
199
$179K 0.09%
+2,161
200
$175K 0.09%
+3,078
6 7
8
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