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
626
$9K 0.01%
+550
627
$9K 0.01%
+1,600
628
$9K 0.01%
+79
629
$9K 0.01%
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630
$9K 0.01%
+206
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$8K ﹤0.01%
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632
$8K ﹤0.01%
+213
633
$8K ﹤0.01%
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634
$8K ﹤0.01%
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635
$8K ﹤0.01%
+120
636
$8K ﹤0.01%
+23
637
$8K ﹤0.01%
+86
638
$8K ﹤0.01%
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639
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640
$8K ﹤0.01%
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641
$8K ﹤0.01%
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642
$8K ﹤0.01%
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643
$8K ﹤0.01%
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644
$8K ﹤0.01%
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645
$8K ﹤0.01%
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646
$8K ﹤0.01%
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647
$8K ﹤0.01%
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648
$8K ﹤0.01%
+618
649
$7K ﹤0.01%
+362
650
$7K ﹤0.01%
+266