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
201
$174K 0.09%
+687
202
$173K 0.09%
+18,466
203
$173K 0.09%
+335
204
$171K 0.09%
+1,290
205
$171K 0.09%
+2,840
206
$169K 0.09%
+1,964
207
$169K 0.09%
+7,870
208
$168K 0.09%
+1,930
209
$167K 0.09%
+430
210
$164K 0.09%
+1,024
211
$164K 0.09%
+1,765
212
$161K 0.09%
+452
213
$157K 0.08%
+535
214
$155K 0.08%
+820
215
$151K 0.08%
+1,000
216
$150K 0.08%
+3,111
217
$147K 0.08%
+3,080
218
$147K 0.08%
+1,627
219
$144K 0.08%
+1,662
220
$143K 0.08%
+3,293
221
$143K 0.08%
+879
222
$143K 0.08%
+1,573
223
$142K 0.08%
+636
224
$141K 0.07%
+3,836
225
$140K 0.07%
+4,611