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
376
$38K 0.02%
+250
377
$37K 0.02%
+495
378
$37K 0.02%
+70
379
$36K 0.02%
+2,173
380
$36K 0.02%
+750
381
$36K 0.02%
+705
382
$36K 0.02%
+795
383
$36K 0.02%
+832
384
$36K 0.02%
+1,564
385
$36K 0.02%
+1,075
386
$35K 0.02%
+113
387
$35K 0.02%
+180
388
$35K 0.02%
+355
389
$35K 0.02%
+1,471
390
$35K 0.02%
+1,200
391
$34K 0.02%
+200
392
$34K 0.02%
+971
393
$34K 0.02%
+260
394
$34K 0.02%
+2,000
395
$34K 0.02%
+200
396
$34K 0.02%
+835
397
$33K 0.02%
+48
398
$33K 0.02%
+567
399
$33K 0.02%
+671
400
$33K 0.02%
+1,296
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