TWP
Tyche Wealth Partners Portfolio holdings
AUM
$498M
1-Year Est. Return
13.88%
1 Year Est. Return
+13.88%
AUM
$462M
AUM Growth
-$11.4M
(-2.4%)
Holding
328
Top Buys
| 1 | +$11.3M | |
| 2 | +$5.68M | |
| 3 | +$5.41M | |
| 4 |
iShares US Technology ETF
IYW
|
+$1.72M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$723K |
Top Sells
| 1 | +$2.55M | |
| 2 | +$1.83M | |
| 3 | +$1.83M | |
| 4 |
Automatic Data Processing
ADP
|
+$1.11M |
| 5 |
Motorola Solutions
MSI
|
+$1.07M |
Sector Composition
| 1 | Consumer Staples | 14.01% |
| 2 | Technology | 13.41% |
| 3 | Energy | 7.22% |
| 4 | Financials | 7.11% |
| 5 | Consumer Discretionary | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Westlake Corp
WLK
$9.65B
| – | – |
-1,933
|
|
||
327
Watsco Inc
WSO
$15B
| – | – |
-1,301
|
|
||
328
Zoetis
ZTS
$63.8B
| – | – |
-3,076
|
|