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
351
$46K 0.03%
+789
352
$46K 0.03%
+264
353
$45K 0.03%
+747
354
$45K 0.03%
+707
355
$45K 0.03%
+1,175
356
$45K 0.03%
+1,648
357
$44K 0.02%
+155
358
$44K 0.02%
+321
359
$43K 0.02%
+937
360
$43K 0.02%
+1,000
361
$43K 0.02%
+800
362
$43K 0.02%
+300
363
$42K 0.02%
+420
364
$41K 0.02%
+4,900
365
$41K 0.02%
+947
366
$41K 0.02%
+1,138
367
$40K 0.02%
+3,863
368
$40K 0.02%
+975
369
$40K 0.02%
+551
370
$40K 0.02%
+1,150
371
$40K 0.02%
+150
372
$39K 0.02%
+803
373
$39K 0.02%
+88
374
$39K 0.02%
+1,020
375
$38K 0.02%
+1,540
13 14
15
16 17