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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
251
$260K 0.05%
3,544
-112
252
$260K 0.05%
11,583
+23
253
$259K 0.05%
3,238
-1,182
254
$257K 0.05%
3,117
255
$256K 0.04%
3,021
-26
256
$255K 0.04%
+3,074
257
$255K 0.04%
3,562
258
$254K 0.04%
4,225
-1,544
259
$253K 0.04%
1,869
260
$250K 0.04%
4,115
+135
261
$246K 0.04%
3,648
+2
262
$245K 0.04%
+3,771
263
$243K 0.04%
2,321
264
$241K 0.04%
4,990
-47
265
$240K 0.04%
39,722
266
$239K 0.04%
5,525
-261
267
$237K 0.04%
1,177
-14
268
$234K 0.04%
303
269
$233K 0.04%
5,542
-19
270
$232K 0.04%
1,669
-6
271
$232K 0.04%
1,555
+16
272
$231K 0.04%
4,586
-288
273
$231K 0.04%
2,050
-49
274
$231K 0.04%
23,409
+279
275
$229K 0.04%
14,357
+150
9 10
11
12 13