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
451
$24K 0.01%
+664
452
$24K 0.01%
+4,000
453
$23K 0.01%
+234
454
$23K 0.01%
+400
455
$23K 0.01%
+563
456
$23K 0.01%
+92
457
$23K 0.01%
+1,059
458
$23K 0.01%
+400
459
$23K 0.01%
+386
460
$23K 0.01%
+130
461
$22K 0.01%
+300
462
$22K 0.01%
+435
463
$22K 0.01%
+381
464
$22K 0.01%
+400
465
$22K 0.01%
+202
466
$22K 0.01%
+260
467
$22K 0.01%
+561
468
$22K 0.01%
+200
469
$22K 0.01%
+247
470
$22K 0.01%
+348
471
$22K 0.01%
+746
472
$22K 0.01%
+150
473
$21K 0.01%
+1,000
474
$21K 0.01%
+350
475
$21K 0.01%
+214
17 18
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