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
276
$196K 0.04%
16,729
277
$182K 0.04%
16,774
278
$168K 0.04%
16,828
279
$157K 0.03%
14,349
280
$154K 0.03%
14,816
-2,231
281
$152K 0.03%
11,968
282
$147K 0.03%
10,196
283
$143K 0.03%
14,403
284
$140K 0.03%
13,707
-1,014
285
$125K 0.03%
15,726
286
$122K 0.03%
11,940
287
$121K 0.03%
52,500
288
$118K 0.03%
11,000
289
$104K 0.02%
+10,391
290
$103K 0.02%
17,050
+400
291
$94.6K 0.02%
11,464
-610
292
$94.1K 0.02%
11,393
293
$85.3K 0.02%
+12,096
294
$62.6K 0.01%
+37,700
295
$43.9K 0.01%
15,286
+1,286
296
$22.1K ﹤0.01%
+15,651
297
$12.7K ﹤0.01%
35,000
298
– –
-1,301
299
– –
-3,076
300
– –
-2,312
10 11
12
13 14