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
276
$81K 0.05%
+1,225
277
$81K 0.05%
+636
278
$79K 0.04%
+1,546
279
$77K 0.04%
+409
280
$76K 0.04%
+2,991
281
$75K 0.04%
+689
282
$75K 0.04%
+4,380
283
$75K 0.04%
+3,044
284
$74K 0.04%
+1,366
285
$74K 0.04%
+438
286
$74K 0.04%
+1,447
287
$74K 0.04%
+1,351
288
$74K 0.04%
+2,280
289
$73K 0.04%
+330
290
$73K 0.04%
+870
291
$72K 0.04%
+1,353
292
$72K 0.04%
+190
293
$71K 0.04%
+687
294
$70K 0.04%
+2,609
295
$70K 0.04%
+5,100
296
$69K 0.04%
+357
297
$69K 0.04%
+2,659
298
$69K 0.04%
+3,700
299
$68K 0.04%
+808
300
$68K 0.04%
+400
10 11
12
13 14