TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$10.2M
2
+$6.56M
3
+$5.31M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.68M
5
PH icon
Parker-Hannifin
PH
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.25%
3 Industrials 5.18%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21K 0.01%
+1,422
477
$21K 0.01%
+328
478
$21K 0.01%
+420
479
$20K 0.01%
+498
480
$20K 0.01%
+200
481
$20K 0.01%
+504
482
$20K 0.01%
+900
483
$20K 0.01%
+275
484
$20K 0.01%
+354
485
$20K 0.01%
+318
486
$20K 0.01%
+1,415
487
$19K 0.01%
+100
488
$19K 0.01%
+626
489
$19K 0.01%
+174
490
$19K 0.01%
+300
491
$18K 0.01%
+400
492
$18K 0.01%
+750
493
$18K 0.01%
+347
494
$18K 0.01%
+348
495
$18K 0.01%
+555
496
$18K 0.01%
+265
497
$18K 0.01%
+200
498
$18K 0.01%
+48
499
$18K 0.01%
+198
500
$17K 0.01%
+164
18 19
20
21 22