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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.36M
3
+$5.62M
4
PH icon
Parker-Hannifin
PH
+$5.15M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.23%
3 Industrials 4.94%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99K 0.06%
+2,394
252
$98K 0.06%
+4,043
253
$97K 0.05%
+5,050
254
$96K 0.05%
+2,925
255
$96K 0.05%
+782
256
$96K 0.05%
+2,545
257
$95K 0.05%
+3,833
258
$94K 0.05%
+1,525
259
$91K 0.05%
+430
260
$89K 0.05%
+1,807
261
$88K 0.05%
+2,116
262
$86K 0.05%
+7,520
263
$85K 0.05%
+72
264
$84K 0.05%
+340
265
$84K 0.05%
+600
266
$84K 0.05%
+1,550
267
$84K 0.05%
+469
268
$84K 0.05%
+8,926
269
$84K 0.05%
+3,561
270
$83K 0.05%
+840
271
$82K 0.05%
+3,900
272
$82K 0.05%
+17,232
273
$82K 0.05%
+3,576
274
$81K 0.05%
+1,211
275
$81K 0.05%
+1,898
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