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
526
$15K 0.01%
+111
527
$15K 0.01%
+375
528
$15K 0.01%
+294
529
$15K 0.01%
+300
530
$15K 0.01%
+180
531
$15K 0.01%
+390
532
$15K 0.01%
+65
533
$15K 0.01%
+770
534
$15K 0.01%
+264
535
$14K 0.01%
+469
536
$14K 0.01%
+400
537
$14K 0.01%
+168
538
$14K 0.01%
+291
539
$14K 0.01%
+1,474
540
$14K 0.01%
+765
541
$14K 0.01%
+213
542
$14K 0.01%
+2,100
543
$14K 0.01%
+145
544
$13K 0.01%
+227
545
$13K 0.01%
+600
546
$13K 0.01%
+148
547
$13K 0.01%
+650
548
$13K 0.01%
+1,126
549
$13K 0.01%
+718
550
$13K 0.01%
+70
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