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
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%
+275
482
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+354
483
$20K 0.01%
+318
484
$20K 0.01%
+1,415
485
$20K 0.01%
+504
486
$20K 0.01%
+900
487
$19K 0.01%
+100
488
$19K 0.01%
+626
489
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+174
490
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+300
491
$18K 0.01%
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492
$18K 0.01%
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493
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+347
494
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495
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496
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497
$18K 0.01%
+348
498
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+555
499
$18K 0.01%
+265
500
$17K 0.01%
+164
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