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
651
$7K ﹤0.01%
+2,000
652
$7K ﹤0.01%
+75
653
$7K ﹤0.01%
+234
654
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+80
655
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656
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657
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+103
658
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+250
659
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+253
660
$7K ﹤0.01%
+401
661
$7K ﹤0.01%
+62
662
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663
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664
$7K ﹤0.01%
+450
665
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666
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+75
667
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668
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669
$6K ﹤0.01%
+245
670
$6K ﹤0.01%
+72
671
$6K ﹤0.01%
+89
672
$6K ﹤0.01%
+57
673
$6K ﹤0.01%
+34
674
$6K ﹤0.01%
+16
675
$6K ﹤0.01%
+25