TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$630M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.58M
3
+$2.09M
4
MSFT icon
Microsoft
MSFT
+$2.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.8M

Top Sells

1
+$2.32M
2
+$1.93M
3
+$739K
4
HD icon
Home Depot
HD
+$685K
5
NVDA icon
NVIDIA
NVDA
+$649K

Sector Composition

1 Technology 14.6%
2 Consumer Staples 10.13%
3 Financials 6.31%
4 Consumer Discretionary 5.84%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
76
Union Pacific
UNP
$149B
$1.75M 0.28%
7,575
-109
BINC icon
77
BlackRock Flexible Income ETF
BINC
$17B
$1.71M 0.27%
32,393
+7,668
CIFR icon
78
Cipher Digital Inc. Common Stock
CIFR
$7.85B
$1.7M 0.27%
115,000
+62,500
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
$1.68M 0.27%
11,663
+825
BLK icon
80
Blackrock
BLK
$163B
$1.66M 0.26%
1,547
+100
CRWD icon
81
CrowdStrike
CRWD
$108B
$1.63M 0.26%
3,486
+11
ATO icon
82
Atmos Energy
ATO
$30.9B
$1.58M 0.25%
9,401
+4,416
NVG icon
83
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$1.57M 0.25%
124,165
+484
MRK icon
84
Merck
MRK
$294B
$1.53M 0.24%
14,583
+6,549
PANW icon
85
Palo Alto Networks
PANW
$136B
$1.52M 0.24%
8,231
+1,974
LMT icon
86
Lockheed Martin
LMT
$136B
$1.51M 0.24%
3,125
-15
SDY icon
87
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$1.51M 0.24%
10,823
+331
DVY icon
88
iShares Select Dividend ETF
DVY
$22.6B
$1.49M 0.24%
10,555
-330
IBM icon
89
IBM
IBM
$238B
$1.45M 0.23%
4,897
+2,014
STIP icon
90
iShares 0-5 Year TIPS Bond ETF
STIP
$14.8B
$1.43M 0.23%
13,979
+1,401
VCIT icon
91
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.8B
$1.4M 0.22%
16,701
+7,435
LOW icon
92
Lowe's Companies
LOW
$141B
$1.38M 0.22%
5,729
-52
TMO icon
93
Thermo Fisher Scientific
TMO
$196B
$1.37M 0.22%
2,358
+1
T icon
94
AT&T
T
$185B
$1.31M 0.21%
52,753
-1,610
EPD icon
95
Enterprise Products Partners
EPD
$79.3B
$1.31M 0.21%
40,787
-323
USRT icon
96
iShares Core US REIT ETF
USRT
$3.76B
$1.28M 0.2%
22,511
+1,453
AVEM icon
97
Avantis Emerging Markets Equity ETF
AVEM
$22.9B
$1.23M 0.2%
16,025
+7,181
MBB icon
98
iShares MBS ETF
MBB
$39B
$1.22M 0.19%
12,804
+3,446
ADP icon
99
Automatic Data Processing
ADP
$80.7B
$1.15M 0.18%
4,484
+2,152
BA icon
100
Boeing
BA
$176B
$1.14M 0.18%
5,267
+120
2 3
4
5 6