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
INTC icon
276
Intel
INTC
$208B
$227K 0.04%
+6,758
GSBD icon
277
Goldman Sachs BDC
GSBD
$1.15B
$227K 0.04%
22,287
+2,000
BIP icon
278
Brookfield Infrastructure Partners
BIP
$16.9B
$222K 0.04%
6,756
+500
CTRA icon
279
Coterra Energy
CTRA
$20.5B
$222K 0.04%
9,384
-60
IYY icon
280
iShares Dow Jones US ETF
IYY
$2.74B
$222K 0.04%
1,365
-250
PPL icon
281
PPL Corp
PPL
$25.6B
$220K 0.04%
5,910
+2
IHI icon
282
iShares US Medical Devices ETF
IHI
$4.26B
$215K 0.04%
3,576
-208
FBTC icon
283
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$214K 0.04%
+2,141
VGT icon
284
Vanguard Information Technology ETF
VGT
$114B
$212K 0.04%
+284
PTNQ icon
285
Pacer Trendpilot 100 ETF
PTNQ
$1.3B
$212K 0.04%
2,730
-526
SLV icon
286
iShares Silver Trust
SLV
$29.2B
$210K 0.04%
+4,950
OGE icon
287
OGE Energy
OGE
$9.06B
$210K 0.04%
4,532
-3,000
ASML icon
288
ASML
ASML
$440B
$209K 0.04%
+216
ALL icon
289
Allstate
ALL
$54.6B
$209K 0.04%
+974
CMCSA icon
290
Comcast
CMCSA
$100B
$209K 0.04%
6,638
-64
BLD icon
291
TopBuild
BLD
$12.6B
$208K 0.04%
+532
MPLX icon
292
MPLX
MPLX
$55.7B
$207K 0.04%
4,147
OXY icon
293
Occidental Petroleum
OXY
$42B
$205K 0.04%
+4,343
IGE icon
294
iShares North American Natural Resources ETF
IGE
$642M
$205K 0.04%
+4,171
WEC icon
295
WEC Energy
WEC
$34.8B
$204K 0.04%
1,782
-297
AGG icon
296
iShares Core US Aggregate Bond ETF
AGG
$135B
$203K 0.04%
+2,026
MQY icon
297
BlackRock MuniYield Quality Fund
MQY
$820M
$195K 0.03%
16,729
MUA icon
298
BlackRock MuniAssets Fund
MUA
$412M
$186K 0.03%
16,774
JPC icon
299
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$181K 0.03%
22,075
+6,349
MUE icon
300
BlackRock MuniHoldings Quality Fund II
MUE
$219M
$169K 0.03%
16,828
10 11
12
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