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
626
$9K 0.01%
+112
627
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+150
628
$9K 0.01%
+766
629
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631
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633
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634
$8K ﹤0.01%
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635
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636
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637
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638
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646
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648
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649
$7K ﹤0.01%
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650
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+266