TWP
Tyche Wealth Partners Portfolio holdings
AUM
$570M
1-Year Est. Return
15.91%
1 Year Est. Return
+15.91%
AUM
$570M
AUM Growth
+$72.1M
(+14%)
Holding
332
Top Buys
| 1 | +$5.54M | |
| 2 | +$3.77M | |
| 3 | +$2.35M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.71M |
| 5 |
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$1.65M |
Top Sells
| 1 | +$2.98M | |
| 2 | +$777K | |
| 3 | +$754K | |
| 4 |
Amazon
AMZN
|
+$676K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$646K |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Consumer Staples | 11.07% |
| 3 | Financials | 6.36% |
| 4 | Consumer Discretionary | 6.28% |
| 5 | Energy | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares Expanded Tech-Software Sector ETF
IGV
$8.24B
| – | – |
-2,320
|
|
||
327
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
| – | – |
-1,903
|
|
||
328
iShares S&P 500 Growth ETF
IVW
$66.6B
| – | – |
-1,847
|
|
||
329
Lucid Motors
LCID
$4.18B
| – | – |
-1,244
|
|
||
|
MHI
330
DELISTED
Pioneer Municipal High Income Fund
MHI
| – | – |
-57,317
|
|
||
331
Otis Worldwide
OTIS
$34B
| – | – |
-2,055
|
|
||
332
State Street Blackstone Senior Loan ETF
SRLN
$6.73B
| – | – |
-6,229
|
|