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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
301
$153K 0.03%
14,816
302
$152K 0.03%
11,277
+224
303
$152K 0.03%
14,349
304
$147K 0.03%
10,196
305
$145K 0.03%
14,403
306
$130K 0.02%
11,968
307
$123K 0.02%
11,940
308
$122K 0.02%
11,000
309
$104K 0.02%
11,464
310
$94.1K 0.02%
11,393
311
$83.6K 0.01%
12,096
312
$60.4K 0.01%
+37,500
313
$44.9K 0.01%
15,499
+213
314
$17.4K ﹤0.01%
1,857
-572
315
$10.1K ﹤0.01%
1,770
-2,000
316
$1.17K ﹤0.01%
+15,035
317
– –
-5,000
318
– –
-15,000
319
– –
-3,092
320
– –
-5,618
321
– –
-10,070
322
– –
-4,781
323
– –
-2,634
324
– –
-2,320
325
– –
-1,903
10 11 12
13
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