TWP
Tyche Wealth Partners Portfolio holdings
AUM
$570M
1-Year Est. Return
15.91%
1 Year Est. Return
+15.91%
AUM
$570M
AUM Growth
+$72.1M
(+14%)
Holding
332
Top Buys
| 1 | +$5.54M | |
| 2 | +$3.77M | |
| 3 | +$2.35M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.71M |
| 5 |
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$1.65M |
Top Sells
| 1 | +$2.98M | |
| 2 | +$777K | |
| 3 | +$754K | |
| 4 |
Amazon
AMZN
|
+$676K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$646K |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Consumer Staples | 11.07% |
| 3 | Financials | 6.36% |
| 4 | Consumer Discretionary | 6.28% |
| 5 | Energy | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$698B
| $40.1M | 7.04% |
60,247
+1,724
|
|
||
2
Apple
AAPL
$4.23T
| $31.9M | 5.61% |
125,471
-371
|
|
||
3
PepsiCo
PEP
$203B
| $27.9M | 4.9% |
198,896
+533
|
|
||
4
Exxon Mobil
XOM
$487B
| $18.2M | 3.19% |
161,036
-2,297
|
|
||
5
Microsoft
MSFT
$3.64T
| $16.1M | 2.83% |
31,144
+2,225
|
|
||
6
NVIDIA
NVDA
$4.41T
| $16M | 2.8% |
85,614
+3,765
|
|
||
7
Vanguard Dividend Appreciation ETF
VIG
$100B
| $15.2M | 2.67% |
70,444
+1,078
|
|
||
8
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
| $14.5M | 2.55% |
265,143
+16,743
|
|
||
|
9
Amazon
AMZN
$2.51T
| $12.4M | 2.18% |
56,463
-3,078
|
|
||
10
Invesco QQQ Trust
QQQ
$407B
| $11.2M | 1.97% |
18,696
-211
|
|
||
11
iShares National Muni Bond ETF
MUB
$41.4B
| $10.2M | 1.79% |
95,739
+52,031
|
|
||
12
Tesla
TSLA
$1.43T
| $9.99M | 1.75% |
22,470
+58
|
|
||
13
Walmart
WMT
$896B
| $9M | 1.58% |
87,340
+952
|
|
||
14
Visa
V
$636B
| $8.78M | 1.54% |
25,717
-661
|
|
||
15
iShares Core S&P 500 ETF
IVV
$731B
| $8.58M | 1.51% |
12,821
+2,332
|
|
||
16
Principal Spectrum Preferred Securities Active ETF
PREF
$1.38B
| $7.69M | 1.35% |
401,701
-6,447
|
|
||
17
Home Depot
HD
$352B
| $7.48M | 1.31% |
18,463
+929
|
|
||
18
ProShares Ultra Technology
ROM
$868M
| $7.22M | 1.27% |
77,932
-465
|
|
||
19
JPMorgan Chase
JPM
$838B
| $6.31M | 1.11% |
19,999
+524
|
|
||
20
Procter & Gamble
PG
$341B
| $6.18M | 1.08% |
40,198
-579
|
|
||
21
Chevron
CVX
$300B
| $5.64M | 0.99% |
36,333
+2,627
|
|
||
22
Altria Group
MO
$98.7B
| $5.6M | 0.98% |
84,745
-59
|
|
||
23
Costco
COST
$409B
| $5.46M | 0.96% |
5,903
-12
|
|
||
24
Vanguard High Dividend Yield ETF
VYM
$67.4B
| $5.21M | 0.91% |
36,943
+26,762
|
|
||
25
Vanguard S&P 500 ETF
VOO
$800B
| $4.94M | 0.87% |
8,068
-495
|
|