TSWM
Tyler-Stone Wealth Management Portfolio holdings
AUM
$621M
1-Year Return
25.44%
This Quarter Return
+10.56%
1 Year Return
+25.44%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
922
New
906
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$9.34M |
| 2 |
NVIDIA
NVDA
|
+$7.09M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$6.31M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.5M |
| 5 |
Parker-Hannifin
PH
|
+$3.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 7.48% |
| 4 | Communication Services | 6.41% |
| 5 | Consumer Staples | 5.87% |
