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TWP

Tyche Wealth Partners Portfolio holdings

AUM $648M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.68M
3
+$2.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.62M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.57M

Top Sells

1
+$2.92M
2
+$730K
3
+$704K
4
AMZN icon
Amazon
AMZN
+$697K
5
SUB icon
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
26
$4.38M 0.77%
102,430
+11,373
27
$4.21M 0.74%
22,723
-221
28
$4.12M 0.72%
21,940
-15,875
29
$4.12M 0.72%
16,930
-601
30
$4.09M 0.72%
7,183
31
$3.93M 0.69%
16,977
-2,038
32
$3.93M 0.69%
20,195
+6,095
33
$3.9M 0.68%
5,116
+421
34
$3.9M 0.68%
21,206
+1,832
35
$3.87M 0.68%
11,794
-427
36
$3.67M 0.64%
30,640
-100
37
$3.63M 0.64%
48,025
-527
38
$3.53M 0.62%
7,403
-37
39
$3.44M 0.6%
33,383
+22,810
40
$3.25M 0.57%
16,591
-3,848
41
$3.24M 0.57%
92,253
+46,875
42
$3.17M 0.56%
53,542
+26,844
43
$3.09M 0.54%
46,597
-2,789
44
$3.07M 0.54%
295,568
+3,385
45
$3.06M 0.54%
10,085
+330
46
$3.05M 0.54%
3,832
47
$2.92M 0.51%
17,430
+605
48
$2.84M 0.5%
17,520
-39
49
$2.82M 0.49%
241,248
-936
50
$2.74M 0.48%
5,455
+238
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