TWP

Tyche Wealth Partners Portfolio holdings

AUM $498M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
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 7.11%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$406B
$3.9M 0.84%
18,625
-3,543
JNJ icon
27
Johnson & Johnson
JNJ
$465B
$3.89M 0.84%
23,474
-381
KO icon
28
Coca-Cola
KO
$295B
$3.59M 0.78%
50,093
+646
NEE icon
29
NextEra Energy
NEE
$174B
$3.36M 0.73%
47,438
-288
TXN icon
30
Texas Instruments
TXN
$161B
$3.31M 0.72%
18,445
+543
SPDW icon
31
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$3.14M 0.68%
86,252
+19,855
NDMO icon
32
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$622M
$3.01M 0.65%
293,717
+2,713
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$543B
$2.98M 0.64%
10,827
+1,128
MCD icon
34
McDonald's
MCD
$220B
$2.96M 0.64%
9,462
-2,969
NFLX icon
35
Netflix
NFLX
$510B
$2.94M 0.64%
3,148
+39
META icon
36
Meta Platforms (Facebook)
META
$1.8T
$2.92M 0.63%
5,069
+351
NAD icon
37
Nuveen Quality Municipal Income Fund
NAD
$2.76B
$2.86M 0.62%
248,066
-158,428
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.84M 0.62%
5,335
-95
PM icon
39
Philip Morris
PM
$246B
$2.83M 0.61%
17,820
+1,004
GOOGL icon
40
Alphabet (Google) Class A
GOOGL
$3.06T
$2.69M 0.58%
17,392
-1,709
SO icon
41
Southern Company
SO
$108B
$2.58M 0.56%
28,090
+1,514
UNH icon
42
UnitedHealth
UNH
$323B
$2.48M 0.54%
4,733
+50
CAT icon
43
Caterpillar
CAT
$247B
$2.44M 0.53%
7,409
+172
RTX icon
44
RTX Corp
RTX
$211B
$2.25M 0.49%
16,971
+548
SPHD icon
45
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$2.24M 0.49%
44,610
+600
GS icon
46
Goldman Sachs
GS
$232B
$2.1M 0.45%
3,843
+64
ROM icon
47
ProShares Ultra Technology
ROM
$893M
$2.07M 0.45%
38,722
+5,634
IYW icon
48
iShares US Technology ETF
IYW
$22.1B
$2.03M 0.44%
14,425
+12,282
GLD icon
49
SPDR Gold Trust
GLD
$135B
$1.97M 0.43%
6,822
UNP icon
50
Union Pacific
UNP
$134B
$1.93M 0.42%
8,150
+354
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