TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Fund
S&P 500
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
+$10.2M
2
+$6.56M
3
+$5.31M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.68M
5
PH icon
Parker-Hannifin
PH
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.03%
2 Financials 9.25%
3 Industrials 5.18%
4 Communication Services 4.53%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
+144
827
$1K ﹤0.01%
+27
828
$1K ﹤0.01%
+25
829
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+17
830
$1K ﹤0.01%
+31
831
$1K ﹤0.01%
+500
832
$1K ﹤0.01%
+100
833
$1K ﹤0.01%
+80
834
$1K ﹤0.01%
+400
835
$1K ﹤0.01%
+15
836
$1K ﹤0.01%
+50
837
$1K ﹤0.01%
+23
838
$1K ﹤0.01%
+13
839
$1K ﹤0.01%
+8
840
– –
0
841
$1K ﹤0.01%
+50
842
$1K ﹤0.01%
+17
843
$0 ﹤0.01%
+5
844
$0 ﹤0.01%
+31
845
$0 ﹤0.01%
+4
846
$0 ﹤0.01%
+3
847
$0 ﹤0.01%
+16
848
$0 ﹤0.01%
+7
849
$0 ﹤0.01%
+5
850
$0 ﹤0.01%
+1
32 33
34
35 36