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
176
$176K 0.1%
+1,482
177
$175K 0.1%
+1,073
178
$175K 0.1%
+4,040
179
$172K 0.1%
+18,933
180
$171K 0.1%
+3,641
181
$171K 0.1%
+1,080
182
$171K 0.1%
+371
183
$171K 0.1%
+3,273
184
$169K 0.1%
+4,334
185
$168K 0.09%
+1,065
186
$163K 0.09%
+3,819
187
$162K 0.09%
+2,489
188
$160K 0.09%
+335
189
$158K 0.09%
+1,472
190
$157K 0.09%
+715
191
$156K 0.09%
+3,023
192
$155K 0.09%
+2,447
193
$155K 0.09%
+3,577
194
$154K 0.09%
+478
195
$150K 0.08%
+1,635
196
$146K 0.08%
+1,742
197
$144K 0.08%
+3,260
198
$144K 0.08%
+4,583
199
$143K 0.08%
+4,750
200
$142K 0.08%
+2,500
6 7
8
9 10