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
751
$3K ﹤0.01%
+217
752
$3K ﹤0.01%
+50
753
$3K ﹤0.01%
+84
754
$3K ﹤0.01%
+176
755
$3K ﹤0.01%
+10
756
$3K ﹤0.01%
+141
757
$3K ﹤0.01%
+15
758
$3K ﹤0.01%
+2
759
$3K ﹤0.01%
+800
760
$3K ﹤0.01%
+74
761
$3K ﹤0.01%
+80
762
$3K ﹤0.01%
+244
763
$3K ﹤0.01%
+250
764
$3K ﹤0.01%
+75
765
$3K ﹤0.01%
+654
766
$3K ﹤0.01%
+2,950
767
$3K ﹤0.01%
+321
768
$3K ﹤0.01%
+100
769
$3K ﹤0.01%
+12,820
770
$2K ﹤0.01%
+111
771
$2K ﹤0.01%
+20
772
$2K ﹤0.01%
+84
773
$2K ﹤0.01%
+6
774
$2K ﹤0.01%
+109
775
$2K ﹤0.01%
+68
29 30
31
32 33