TWP
Tyche Wealth Partners Portfolio holdings
AUM
$630M
1-Year Est. Return
17.02%
This Fund
S&P 500
1 Year Est. Return
+17.02%
AUM
$570M
AUM Growth
+$72.1M
(+14%)
Holding
332
Top Buys
| 1 | +$5.45M | |
| 2 | +$3.68M | |
| 3 | +$2.31M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.62M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.57M |
Top Sells
| 1 | +$2.92M | |
| 2 | +$730K | |
| 3 | +$704K | |
| 4 |
Amazon
AMZN
|
+$697K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
iShares S&P 500 Growth ETF
IVW
$62.5B
| – | – |
-1,847
|
|
||
327
Lucid Motors
LCID
$3.38B
| – | – |
-1,244
|
|
||
|
MHI
328
DELISTED
Pioneer Municipal High Income Fund
MHI
| – | – |
-57,317
|
|
||
329
Otis Worldwide
OTIS
$31.2B
| – | – |
-2,055
|
|
||
330
State Street Blackstone Senior Loan ETF
SRLN
$5.01B
| – | – |
-6,229
|
|
||
|
331
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
| – | – |
-6,077
|
|
||
332
Global X Uranium ETF
URA
$6.71B
| – | – |
-5,250
|
|