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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
276
$227K 0.04%
+6,758
277
$227K 0.04%
22,287
+2,000
278
$222K 0.04%
6,756
+500
279
$222K 0.04%
9,384
-60
280
$222K 0.04%
1,365
-250
281
$220K 0.04%
5,910
+2
282
$215K 0.04%
3,576
-208
283
$214K 0.04%
+2,141
284
$212K 0.04%
+2,272
285
$212K 0.04%
2,730
-526
286
$210K 0.04%
+4,950
287
$210K 0.04%
4,532
-3,000
288
$209K 0.04%
+216
289
$209K 0.04%
+974
290
$209K 0.04%
6,638
-64
291
$208K 0.04%
+532
292
$207K 0.04%
4,147
293
$205K 0.04%
+4,343
294
$205K 0.04%
+4,171
295
$204K 0.04%
1,782
-297
296
$203K 0.04%
+2,026
297
$195K 0.03%
16,729
298
$186K 0.03%
16,774
299
$181K 0.03%
22,075
+6,349
300
$169K 0.03%
16,828
10 11
12
13 14