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
776
$2K ﹤0.01%
+100
777
$2K ﹤0.01%
+200
778
$2K ﹤0.01%
+17
779
$2K ﹤0.01%
+100
780
$2K ﹤0.01%
+47
781
$2K ﹤0.01%
+158
782
$2K ﹤0.01%
+23
783
$2K ﹤0.01%
+42
784
$2K ﹤0.01%
+18
785
$2K ﹤0.01%
+42
786
$2K ﹤0.01%
+250
787
$2K ﹤0.01%
+58
788
$2K ﹤0.01%
+6
789
$2K ﹤0.01%
+6
790
$2K ﹤0.01%
+37
791
$2K ﹤0.01%
+1,000
792
$2K ﹤0.01%
+75
793
$2K ﹤0.01%
+22
794
$2K ﹤0.01%
+195
795
$2K ﹤0.01%
+5
796
$2K ﹤0.01%
+63
797
$2K ﹤0.01%
+4
798
$2K ﹤0.01%
+27
799
$2K ﹤0.01%
+28
800
$1K ﹤0.01%
+8
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