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
$498M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.02M
3
+$1.58M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.45M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.36M

Top Sells

1
+$4.08M
2
+$3.73M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
META icon
Meta Platforms (Facebook)
META
+$1.36M

Sector Composition

1 Technology 13.99%
2 Consumer Staples 12.43%
3 Financials 6.98%
4 Consumer Discretionary 6.44%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
51
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$2.05M 0.41%
36,142
+20,021
SCCO icon
52
Southern Copper
SCCO
$105B
$2.04M 0.41%
20,351
-1
SPHD icon
53
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$2.03M 0.41%
42,756
-1,854
IUSB icon
54
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$1.98M 0.4%
42,901
+28,976
ITW icon
55
Illinois Tool Works
ITW
$72.7B
$1.8M 0.36%
7,270
-376
UNP icon
56
Union Pacific
UNP
$134B
$1.79M 0.36%
7,766
-384
CRWD icon
57
CrowdStrike
CRWD
$122B
$1.77M 0.36%
3,481
-649
NEA icon
58
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$1.74M 0.35%
159,016
-5,864
GOOG icon
59
Alphabet (Google) Class C
GOOG
$3.07T
$1.68M 0.34%
9,485
-233
ABT icon
60
Abbott
ABT
$224B
$1.65M 0.33%
12,131
+629
UNH icon
61
UnitedHealth
UNH
$323B
$1.6M 0.32%
5,127
+394
AVGO icon
62
Broadcom
AVGO
$1.65T
$1.59M 0.32%
5,775
+1,802
T icon
63
AT&T
T
$188B
$1.58M 0.32%
54,506
-26
AXON icon
64
Axon Enterprise
AXON
$52.7B
$1.57M 0.32%
1,902
-545
BLK icon
65
Blackrock
BLK
$180B
$1.53M 0.31%
1,454
-10
DVY icon
66
iShares Select Dividend ETF
DVY
$20.6B
$1.5M 0.3%
11,270
+861
DYNF icon
67
BlackRock US Equity Factor Rotation ETF
DYNF
$25.9B
$1.45M 0.29%
+26,698
NVG icon
68
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.64B
$1.43M 0.29%
120,263
+253
SDY icon
69
SPDR S&P Dividend ETF
SDY
$20.2B
$1.43M 0.29%
10,527
-579
XLK icon
70
Technology Select Sector SPDR Fund
XLK
$93.7B
$1.38M 0.28%
5,446
+262
VYM icon
71
Vanguard High Dividend Yield ETF
VYM
$64.9B
$1.36M 0.27%
+10,181
HON icon
72
Honeywell
HON
$129B
$1.36M 0.27%
5,827
+142
LOW icon
73
Lowe's Companies
LOW
$137B
$1.28M 0.26%
5,779
-99
AIS
74
VistaShares Artificial Intelligence Supercycle ETF
AIS
$62.4M
$1.28M 0.26%
45,378
+19,286
EPD icon
75
Enterprise Products Partners
EPD
$65.4B
$1.27M 0.26%
41,103
+7,871
1 2
3
4 5