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
426
$29K 0.02%
+290
427
$29K 0.02%
+252
428
$29K 0.02%
+813
429
$29K 0.02%
+233
430
$29K 0.02%
+260
431
$29K 0.02%
+1,246
432
$28K 0.02%
+300
433
$28K 0.02%
+250
434
$28K 0.02%
+310
435
$28K 0.02%
+1,680
436
$27K 0.02%
+155
437
$27K 0.02%
+632
438
$27K 0.02%
+238
439
$26K 0.01%
+1,000
440
$26K 0.01%
+700
441
$26K 0.01%
+600
442
$25K 0.01%
+155
443
$25K 0.01%
+625
444
$25K 0.01%
+1,000
445
$25K 0.01%
+2,273
446
$25K 0.01%
+1,385
447
$25K 0.01%
+349
448
$24K 0.01%
+368
449
$24K 0.01%
+292
450
$24K 0.01%
+425
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