TWP

Tyche Wealth Partners Portfolio holdings

AUM $570M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
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
+$11.3M
2
+$5.68M
3
+$5.41M
4
IYW icon
iShares US Technology ETF
IYW
+$1.72M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$723K

Top Sells

1
+$2.55M
2
+$1.83M
3
+$1.83M
4
ADP icon
Automatic Data Processing
ADP
+$1.11M
5
MSI icon
Motorola Solutions
MSI
+$1.07M

Sector Composition

1 Consumer Staples 14.01%
2 Technology 13.41%
3 Energy 7.22%
4 Financials 7.12%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 0.84%
18,625
-3,543
27
$3.89M 0.84%
23,474
-381
28
$3.59M 0.78%
50,093
+646
29
$3.36M 0.73%
47,438
-288
30
$3.31M 0.72%
18,445
+543
31
$3.14M 0.68%
86,252
+19,855
32
$3.01M 0.65%
293,717
+2,713
33
$2.98M 0.64%
10,827
+1,128
34
$2.96M 0.64%
9,462
-2,969
35
$2.94M 0.64%
31,480
+390
36
$2.92M 0.63%
5,069
+351
37
$2.86M 0.62%
248,066
-158,428
38
$2.84M 0.62%
5,335
-95
39
$2.83M 0.61%
17,820
+1,004
40
$2.69M 0.58%
17,392
-1,709
41
$2.58M 0.56%
28,090
+1,514
42
$2.48M 0.54%
4,733
+50
43
$2.44M 0.53%
7,409
+172
44
$2.25M 0.49%
16,971
+548
45
$2.24M 0.49%
44,610
+600
46
$2.1M 0.45%
3,843
+64
47
$2.07M 0.45%
38,722
+5,634
48
$2.03M 0.44%
14,425
+12,282
49
$1.97M 0.43%
6,822
50
$1.93M 0.42%
8,150
+354
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