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
401
$33K 0.02%
+159
402
$33K 0.02%
+399
403
$32K 0.02%
+1,006
404
$32K 0.02%
+250
405
$32K 0.02%
+81
406
$32K 0.02%
+582
407
$31K 0.02%
+430
408
$31K 0.02%
+949
409
$31K 0.02%
+1,516
410
$31K 0.02%
+1,410
411
$31K 0.02%
+771
412
$30K 0.02%
+835
413
$30K 0.02%
+3,823
414
$30K 0.02%
+300
415
$30K 0.02%
+1,308
416
$30K 0.02%
+122
417
$30K 0.02%
+248
418
$30K 0.02%
+1,900
419
$30K 0.02%
+140
420
$30K 0.02%
+600
421
$29K 0.02%
+200
422
$29K 0.02%
+500
423
$29K 0.02%
+330
424
$29K 0.02%
+442
425
$29K 0.02%
+4,082
15 16
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