TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
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
XLRE icon
301
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.02B
$228K 0.04%
5,648
+106
NVO icon
302
Novo Nordisk
NVO
$180B
$227K 0.04%
+4,460
IYY icon
303
iShares Dow Jones US ETF
IYY
$2.82B
$226K 0.04%
1,365
IHI icon
304
iShares US Medical Devices ETF
IHI
$3.29B
$222K 0.04%
3,576
BLD icon
305
TopBuild
BLD
$11.5B
$222K 0.04%
532
PTNQ icon
306
Pacer Trendpilot 100 ETF
PTNQ
$1.22B
$220K 0.03%
2,793
+63
MRSH
307
Marsh
MRSH
$84.7B
$218K 0.03%
1,177
ZTS icon
308
Zoetis
ZTS
$51.5B
$216K 0.03%
+1,717
VGT icon
309
Vanguard Information Technology ETF
VGT
$121B
$214K 0.03%
284
BK icon
310
Bank of New York Mellon
BK
$92.7B
$212K 0.03%
+1,824
GIS icon
311
General Mills
GIS
$18.9B
$211K 0.03%
4,539
-47
IGE icon
312
iShares North American Natural Resources ETF
IGE
$897M
$210K 0.03%
4,175
+4
BMY icon
313
Bristol-Myers Squibb
BMY
$123B
$206K 0.03%
+3,812
ALL icon
314
Allstate
ALL
$55.8B
$204K 0.03%
979
+5
SCHF icon
315
Schwab International Equity ETF
SCHF
$63.7B
$200K 0.03%
+8,340
MQY icon
316
BlackRock MuniYield Quality Fund
MQY
$829M
$189K 0.03%
16,729
JPC icon
317
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$180K 0.03%
22,176
+101
MUA icon
318
BlackRock MuniAssets Fund
MUA
$413M
$180K 0.03%
16,774
MUE
319
DELISTED
BlackRock MuniHoldings Quality Fund II
MUE
$169K 0.03%
16,828
NBH
320
Neuberger Municipal Fund Inc
NBH
$307M
$150K 0.02%
14,816
NMZ icon
321
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
$146K 0.02%
14,349
JGH icon
322
Nuveen Global High Income Fund
JGH
$358M
$146K 0.02%
11,592
+315
BFK
323
DELISTED
BlackRock Municipal Income Trust
BFK
$144K 0.02%
14,403
NXP icon
324
Nuveen Select Tax-Free Income Portfolio
NXP
$743M
$144K 0.02%
10,196
SLS icon
325
SELLAS Life Sciences
SLS
$937M
$141K 0.02%
37,500