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
$570M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.77M
3
+$2.35M
4
IEMG icon
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
AMZN icon
Amazon
AMZN
+$676K
5
SUB icon
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
VO icon
251
Vanguard Mid-Cap ETF
VO
$89.1B
$260K 0.05%
886
-28
BTT icon
252
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$260K 0.05%
11,583
+23
VCSH icon
253
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$259K 0.05%
3,238
-1,182
MET icon
254
MetLife
MET
$50.7B
$257K 0.05%
3,117
SBUX icon
255
Starbucks
SBUX
$97.6B
$256K 0.04%
3,021
-26
SHY icon
256
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$255K 0.04%
+3,074
SHEL icon
257
Shell
SHEL
$214B
$255K 0.04%
3,562
SDOG icon
258
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$254K 0.04%
4,225
-1,544
NUE icon
259
Nucor
NUE
$37.3B
$253K 0.04%
1,869
O icon
260
Realty Income
O
$53.1B
$250K 0.04%
4,115
+135
KR icon
261
Kroger
KR
$44.3B
$246K 0.04%
3,648
+2
IBIT icon
262
iShares Bitcoin Trust
IBIT
$71.8B
$245K 0.04%
+3,771
IYC icon
263
iShares US Consumer Discretionary ETF
IYC
$1.57B
$243K 0.04%
2,321
USB icon
264
US Bancorp
USB
$78.3B
$241K 0.04%
4,990
-47
PMM
265
Putnam Managed Municipal Income
PMM
$264M
$240K 0.04%
39,722
SHYG icon
266
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$239K 0.04%
5,525
-261
MMC icon
267
Marsh & McLennan
MMC
$89.8B
$237K 0.04%
1,177
-14
MCK icon
268
McKesson
MCK
$100B
$234K 0.04%
303
XLRE icon
269
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.53B
$233K 0.04%
5,542
-19
AWK icon
270
American Water Works
AWK
$25.5B
$232K 0.04%
1,669
-6
JKHY icon
271
Jack Henry & Associates
JKHY
$12.7B
$232K 0.04%
1,555
+16
GIS icon
272
General Mills
GIS
$24.5B
$231K 0.04%
4,586
-288
AEP icon
273
American Electric Power
AEP
$63.4B
$231K 0.04%
2,050
-49
IQI icon
274
Invesco Quality Municipal Securities
IQI
$531M
$231K 0.04%
23,409
+279
CWK icon
275
Cushman & Wakefield Ltd.
CWK
$3.75B
$229K 0.04%
14,357
+150
9 10
11
12 13