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TWP

Tyche Wealth Partners Portfolio holdings

AUM $648M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.68M
3
+$2.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.62M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.57M

Top Sells

1
+$2.92M
2
+$730K
3
+$704K
4
AMZN icon
Amazon
AMZN
+$697K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$646K

Sector Composition

1 Technology 14.31%
2 Consumer Staples 11.07%
3 Consumer Discretionary 6.28%
4 Financials 6.24%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.06%
1,741
227
$319K 0.06%
2,692
-32
228
$318K 0.06%
3,984
-180
229
$309K 0.05%
21,800
230
$307K 0.05%
3,748
+18
231
$304K 0.05%
3,689
-93
232
$304K 0.05%
+2,142
233
$301K 0.05%
619
+9
234
$296K 0.05%
1,859
235
$289K 0.05%
2,250
236
$284K 0.05%
8,010
+32
237
$284K 0.05%
984
+8
238
$282K 0.05%
23,500
239
$279K 0.05%
17,300
+250
240
$276K 0.05%
11,265
+535
241
$274K 0.05%
3,635
-1,009
242
$273K 0.05%
3,720
243
$273K 0.05%
573
-5
244
$271K 0.05%
+585
245
$270K 0.05%
+7,571
246
$270K 0.05%
24,625
247
$265K 0.05%
350
248
$265K 0.05%
7,633
-13
249
$264K 0.05%
3,370
-39
250
$262K 0.05%
2,512
+203
8 9
10
11 12