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
51
$1.9M 0.41%
7,646
-3,136
52
$1.86M 0.4%
20,525
-1
53
$1.85M 0.4%
164,880
+1,666
54
$1.54M 0.33%
54,532
-4,192
55
$1.53M 0.33%
11,502
-5,127
56
$1.52M 0.33%
9,718
+170
57
$1.51M 0.33%
11,106
+1,408
58
$1.49M 0.32%
120,010
+398
59
$1.46M 0.32%
4,130
+993
60
$1.4M 0.3%
10,409
+226
61
$1.39M 0.3%
1,464
-1,056
62
$1.37M 0.3%
5,878
-851
63
$1.34M 0.29%
7,856
+1,158
64
$1.31M 0.28%
2,938
-107
65
$1.29M 0.28%
2,447
+65
66
$1.2M 0.26%
5,685
+768
67
$1.18M 0.25%
2,364
+27
68
$1.15M 0.25%
10,968
-3,655
69
$1.14M 0.25%
5,722
-182
70
$1.13M 0.25%
33,232
+1,006
71
$1.07M 0.23%
5,184
+266
72
$1.05M 0.23%
3,555
+300
73
$1.02M 0.22%
9,130
-1,437
74
$1M 0.22%
6,280
+241
75
$998K 0.22%
81,635
+129
1 2
3
4 5