TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
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
+$11.8M
2
+$6.15M
3
+$5.55M
4
IYW icon
iShares US Technology ETF
IYW
+$1.91M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$717K

Top Sells

1
+$2.66M
2
+$1.86M
3
+$1.85M
4
ADP icon
Automatic Data Processing
ADP
+$1.1M
5
MSI icon
Motorola Solutions
MSI
+$1.07M

Sector Composition

1 Consumer Staples 14.01%
2 Technology 13.44%
3 Energy 7.22%
4 Financials 7.09%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
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