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
576
$12K 0.01%
+80
577
$11K 0.01%
+100
578
$11K 0.01%
+500
579
$11K 0.01%
+250
580
$11K 0.01%
+4
581
$11K 0.01%
+55
582
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+77
583
$11K 0.01%
+82
584
$11K 0.01%
+260
585
$11K 0.01%
+100
586
$11K 0.01%
+38
587
$11K 0.01%
+1,000
588
$11K 0.01%
+1,248
589
$11K 0.01%
+364
590
$11K 0.01%
+45
591
$11K 0.01%
+104
592
$11K 0.01%
+240
593
$11K 0.01%
+50
594
$11K 0.01%
+241
595
$10K 0.01%
+175
596
$10K 0.01%
+63
597
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+50
598
$10K 0.01%
+150
599
$10K 0.01%
+192
600
$10K 0.01%
+200
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