TWP

Tyche Wealth Partners Portfolio holdings

AUM $570M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.68M
3
+$5.41M
4
IYW icon
iShares US Technology ETF
IYW
+$1.72M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$723K

Top Sells

1
+$2.55M
2
+$1.83M
3
+$1.83M
4
ADP icon
Automatic Data Processing
ADP
+$1.11M
5
MSI icon
Motorola Solutions
MSI
+$1.07M

Sector Composition

1 Consumer Staples 14.01%
2 Technology 13.41%
3 Energy 7.22%
4 Financials 7.12%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.05%
3,257
-20
227
$251K 0.05%
19,500
-14,728
228
$250K 0.05%
2,244
-3
229
$249K 0.05%
+1,677
230
$247K 0.05%
6,699
-552
231
$247K 0.05%
2,040
+229
232
$245K 0.05%
11,536
+16
233
$243K 0.05%
39,722
234
$242K 0.05%
+4,624
235
$239K 0.05%
8,104
236
$238K 0.05%
3,918
237
$237K 0.05%
+2,181
238
$236K 0.05%
914
-140
239
$236K 0.05%
+20,275
240
$234K 0.05%
5,580
+13
241
$232K 0.05%
+2,126
242
$232K 0.05%
+10,125
243
$232K 0.05%
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244
$232K 0.05%
7,818
-61
245
$231K 0.05%
3,976
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246
$230K 0.05%
+770
247
$228K 0.05%
2,205
-2
248
$227K 0.05%
3,775
-423
249
$227K 0.05%
3,092
250
$227K 0.05%
2,079
-7,438
8 9
10
11 12