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
551
$13K 0.01%
+398
552
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+137
553
$13K 0.01%
+64
554
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+333
555
$13K 0.01%
+200
556
$12K 0.01%
+575
557
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558
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+103
559
$12K 0.01%
+1,166
560
$12K 0.01%
+354
561
$12K 0.01%
+30
562
$12K 0.01%
+75
563
$12K 0.01%
+192
564
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565
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566
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567
$12K 0.01%
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568
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+157
569
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570
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571
$12K 0.01%
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572
$12K 0.01%
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573
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+62
574
$12K 0.01%
+525
575
$12K 0.01%
+256
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