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
251
$225K 0.05%
1,869
-152
252
$224K 0.05%
1,874
253
$224K 0.05%
7,294
-638
254
$224K 0.05%
+2,166
255
$224K 0.05%
1,190
+165
256
$224K 0.05%
2,344
+58
257
$222K 0.05%
+555
258
$221K 0.05%
2,707
-200
259
$221K 0.05%
22,853
+258
260
$220K 0.05%
362
+10
261
$216K 0.05%
+1,078
262
$215K 0.05%
5,081
-312
263
$214K 0.05%
265,766
-1,000
264
$214K 0.05%
1,570
265
$213K 0.05%
+5,906
266
$213K 0.05%
4,114
267
$213K 0.05%
121,589
+15,500
268
$212K 0.05%
+697
269
$210K 0.05%
+9,891
270
$208K 0.05%
682
-4
271
$206K 0.04%
2,320
+295
272
$206K 0.04%
1,768
-1
273
$205K 0.04%
+305
274
$205K 0.04%
2,320
+220
275
$203K 0.04%
+1,223
9 10
11
12 13