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
$630M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.58M
3
+$2.09M
4
MSFT icon
Microsoft
MSFT
+$2.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.8M

Top Sells

1
+$2.32M
2
+$1.93M
3
+$739K
4
HD icon
Home Depot
HD
+$685K
5
NVDA icon
NVIDIA
NVDA
+$649K

Sector Composition

1 Technology 14.6%
2 Consumer Staples 10.13%
3 Financials 6.31%
4 Consumer Discretionary 5.84%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLV icon
276
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$266K 0.04%
3,720
BTT icon
277
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$265K 0.04%
11,613
+30
SYY icon
278
Sysco
SYY
$35B
$264K 0.04%
3,589
-100
SHEL icon
279
Shell
SHEL
$237B
$262K 0.04%
3,562
VCSH icon
280
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.4B
$258K 0.04%
3,239
+1
VO icon
281
Vanguard Mid-Cap ETF
VO
$99.7B
$256K 0.04%
3,528
-16
SDOG icon
282
ALPS Sector Dividend Dogs ETF
SDOG
$1.35B
$255K 0.04%
4,225
SBUX icon
283
Starbucks
SBUX
$123B
$255K 0.04%
3,024
+3
O icon
284
Realty Income
O
$57.4B
$253K 0.04%
4,484
+369
LRCX icon
285
Lam Research
LRCX
$370B
$250K 0.04%
+1,460
PMM
286
Putnam Managed Municipal Income
PMM
$270M
$249K 0.04%
39,722
MCK icon
287
McKesson
MCK
$88.9B
$249K 0.04%
303
MPLX icon
288
MPLX
MPLX
$56B
$248K 0.04%
4,647
+500
CTRA
289
DELISTED
Coterra Energy
CTRA
$247K 0.04%
9,391
+7
MET icon
290
MetLife
MET
$50.8B
$246K 0.04%
3,118
+1
AEP icon
291
American Electric Power
AEP
$69.7B
$245K 0.04%
2,123
+73
MGM icon
292
MGM Resorts International
MGM
$9.55B
$240K 0.04%
6,564
-1,069
IYC icon
293
iShares US Consumer Discretionary ETF
IYC
$1.19B
$239K 0.04%
2,321
SHYG icon
294
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.54B
$237K 0.04%
5,525
IQI icon
295
Invesco Quality Municipal Securities
IQI
$522M
$236K 0.04%
23,679
+270
BIP icon
296
Brookfield Infrastructure Partners
BIP
$17.8B
$235K 0.04%
6,756
ASML icon
297
ASML
ASML
$616B
$231K 0.04%
216
ICVT icon
298
iShares Convertible Bond ETF
ICVT
$6.64B
$230K 0.04%
+2,336
JOBY icon
299
Joby Aviation
JOBY
$10.3B
$230K 0.04%
17,400
+100
KR icon
300
Kroger
KR
$40.6B
$228K 0.04%
3,649
+1
10 11
12
13 14