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
551
$13K 0.01%
+398
552
$13K 0.01%
+137
553
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+64
554
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+333
555
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556
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+300
557
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558
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+575
559
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560
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+170
561
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+200
562
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563
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+157
564
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566
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567
$12K 0.01%
+1,300
568
$12K 0.01%
+60
569
$12K 0.01%
+1,166
570
$12K 0.01%
+354
571
$12K 0.01%
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572
$12K 0.01%
+525
573
$12K 0.01%
+256
574
$12K 0.01%
+80
575
$12K 0.01%
+30
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