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
601
$10K 0.01%
+1,994
602
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+30
603
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604
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+711
605
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606
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607
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608
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609
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+4,543
610
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611
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612
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+283
613
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+300
614
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615
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616
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617
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+8,740
619
$10K 0.01%
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620
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621
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622
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623
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624
$9K 0.01%
+220
625
$9K 0.01%
+250
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