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
$570M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.77M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M
5
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
+$1.65M

Top Sells

1
+$2.98M
2
+$777K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$676K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$646K

Sector Composition

1 Technology 14.2%
2 Consumer Staples 11.07%
3 Financials 6.36%
4 Consumer Discretionary 6.28%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
51
SPDR Gold Trust
GLD
$141B
$2.66M 0.47%
7,490
+305
SO icon
52
Southern Company
SO
$98B
$2.65M 0.47%
28,003
-118
THRO
53
iShares U.S. Thematic Rotation Active ETF
THRO
$6.9B
$2.49M 0.44%
65,868
+30,245
IUSB icon
54
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$2.48M 0.43%
53,011
+10,110
SCCO icon
55
Southern Copper
SCCO
$110B
$2.47M 0.43%
20,524
META icon
56
Meta Platforms (Facebook)
META
$1.63T
$2.37M 0.42%
3,230
+5
IAU icon
57
iShares Gold Trust
IAU
$65.5B
$2.31M 0.41%
31,744
+21,842
GOOG icon
58
Alphabet (Google) Class C
GOOG
$3.81T
$2.3M 0.4%
9,431
-54
JEPI icon
59
JPMorgan Equity Premium Income ETF
JEPI
$41B
$2.2M 0.39%
38,553
+2,411
UNH icon
60
UnitedHealth
UNH
$294B
$2.14M 0.38%
6,197
+1,070
SPHD icon
61
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.04B
$2.08M 0.36%
41,983
-773
HIMU
62
iShares High Yield Muni Active ETF
HIMU
$2.33B
$2.04M 0.36%
41,383
+28,014
ITW icon
63
Illinois Tool Works
ITW
$72.1B
$1.89M 0.33%
7,254
-16
NEA icon
64
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$1.85M 0.33%
162,705
+3,689
UNP icon
65
Union Pacific
UNP
$138B
$1.82M 0.32%
7,684
-82
AVGO icon
66
Broadcom
AVGO
$1.8T
$1.73M 0.3%
5,235
-540
IEMG icon
67
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$1.71M 0.3%
+25,904
OEF icon
68
iShares S&P 100 ETF
OEF
$28.9B
$1.7M 0.3%
5,122
+2,870
CRWD icon
69
CrowdStrike
CRWD
$130B
$1.7M 0.3%
3,475
-6
BLK icon
70
Blackrock
BLK
$161B
$1.69M 0.3%
1,447
-7
SCHG icon
71
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$1.65M 0.29%
+51,584
ABT icon
72
Abbott
ABT
$220B
$1.62M 0.29%
12,132
+1
LMT icon
73
Lockheed Martin
LMT
$102B
$1.57M 0.28%
3,140
+402
BAI
74
iShares A.I. Innovation and Tech Active ETF
BAI
$7.94B
$1.56M 0.27%
+45,681
DVY icon
75
iShares Select Dividend ETF
DVY
$20.6B
$1.55M 0.27%
10,885
-385
1 2
3
4 5