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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
51
$2.66M 0.47%
7,490
+305
52
$2.65M 0.47%
28,003
-118
53
$2.49M 0.44%
65,868
+30,245
54
$2.48M 0.43%
53,011
+10,110
55
$2.47M 0.43%
20,905
-1
56
$2.37M 0.42%
3,230
+5
57
$2.31M 0.41%
31,744
+21,842
58
$2.3M 0.4%
9,431
-54
59
$2.2M 0.39%
38,553
+2,411
60
$2.14M 0.38%
6,197
+1,070
61
$2.08M 0.36%
41,983
-773
62
$2.04M 0.36%
41,383
+28,014
63
$1.89M 0.33%
7,254
-16
64
$1.85M 0.33%
162,705
+3,689
65
$1.82M 0.32%
7,684
-82
66
$1.73M 0.3%
5,235
-540
67
$1.71M 0.3%
+25,904
68
$1.7M 0.3%
5,122
+2,870
69
$1.7M 0.3%
3,475
-6
70
$1.69M 0.3%
1,447
-7
71
$1.65M 0.29%
+51,584
72
$1.62M 0.29%
12,132
+1
73
$1.57M 0.28%
3,140
+402
74
$1.56M 0.27%
+45,681
75
$1.55M 0.27%
10,885
-385
1 2
3
4 5