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
326
$55K 0.03%
+767
327
$55K 0.03%
+1,552
328
$55K 0.03%
+1,870
329
$55K 0.03%
+1,564
330
$54K 0.03%
+1,050
331
$54K 0.03%
+640
332
$54K 0.03%
+390
333
$54K 0.03%
+347
334
$53K 0.03%
+1,100
335
$53K 0.03%
+384
336
$52K 0.03%
+697
337
$51K 0.03%
+420
338
$51K 0.03%
+538
339
$50K 0.03%
+1,891
340
$50K 0.03%
+593
341
$50K 0.03%
+714
342
$49K 0.03%
+551
343
$48K 0.03%
+99
344
$48K 0.03%
+2,225
345
$48K 0.03%
+540
346
$47K 0.03%
+5,324
347
$47K 0.03%
+256
348
$46K 0.03%
+558
349
$46K 0.03%
+3,600
350
$46K 0.03%
+3,600
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