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
726
$4K ﹤0.01%
+8
727
$4K ﹤0.01%
+72
728
$4K ﹤0.01%
+300
729
$4K ﹤0.01%
+58
730
$4K ﹤0.01%
+15
731
$4K ﹤0.01%
+52
732
$4K ﹤0.01%
+387
733
$4K ﹤0.01%
+51
734
$4K ﹤0.01%
+37
735
$4K ﹤0.01%
+450
736
$4K ﹤0.01%
+37
737
$3K ﹤0.01%
+71
738
$3K ﹤0.01%
+79
739
$3K ﹤0.01%
+35
740
$3K ﹤0.01%
+55
741
$3K ﹤0.01%
+100
742
$3K ﹤0.01%
+1,897
743
$3K ﹤0.01%
+3,049
744
$3K ﹤0.01%
+135
745
$3K ﹤0.01%
+45
746
$3K ﹤0.01%
+100
747
$3K ﹤0.01%
+78
748
$3K ﹤0.01%
+28
749
$3K ﹤0.01%
+12
750
$3K ﹤0.01%
+200
28 29
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