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
T icon
76
AT&T
T
$181B
$1.54M 0.27%
54,363
-143
XLK icon
77
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$1.53M 0.27%
5,419
-27
NVG icon
78
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$1.52M 0.27%
123,681
+3,418
SDY icon
79
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$1.47M 0.26%
10,492
-35
SPEM icon
80
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$1.47M 0.26%
31,346
+16,154
LOW icon
81
Lowe's Companies
LOW
$136B
$1.45M 0.25%
5,781
+2
SHLD icon
82
Global X Defense Tech ETF
SHLD
$4.74B
$1.42M 0.25%
+20,171
AXON icon
83
Axon Enterprise
AXON
$42.4B
$1.36M 0.24%
1,897
-5
BINC icon
84
BlackRock Flexible Income ETF
BINC
$14.3B
$1.32M 0.23%
24,725
+9,430
STIP icon
85
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$1.3M 0.23%
12,578
+4,908
EPD icon
86
Enterprise Products Partners
EPD
$69.2B
$1.29M 0.23%
41,110
+7
PANW icon
87
Palo Alto Networks
PANW
$132B
$1.27M 0.22%
6,257
-3,816
USRT icon
88
iShares Core US REIT ETF
USRT
$3.28B
$1.24M 0.22%
21,058
+4,896
HON icon
89
Honeywell
HON
$123B
$1.22M 0.21%
5,812
-15
SMLF icon
90
iShares US Small Cap Equity Factor ETF
SMLF
$2.69B
$1.18M 0.21%
+15,869
TMO icon
91
Thermo Fisher Scientific
TMO
$218B
$1.14M 0.2%
2,357
+1
ORCL icon
92
Oracle
ORCL
$573B
$1.13M 0.2%
4,007
-243
IWM icon
93
iShares Russell 2000 ETF
IWM
$71.1B
$1.12M 0.2%
4,645
-921
BA icon
94
Boeing
BA
$156B
$1.11M 0.19%
5,147
APD icon
95
Air Products & Chemicals
APD
$57.2B
$1.05M 0.18%
3,846
-49
OKE icon
96
Oneok
OKE
$46B
$1.04M 0.18%
14,240
+105
IWF icon
97
iShares Russell 1000 Growth ETF
IWF
$126B
$1.03M 0.18%
2,191
+510
BX icon
98
Blackstone
BX
$113B
$1.03M 0.18%
6,005
+5
WFC icon
99
Wells Fargo
WFC
$271B
$1.02M 0.18%
12,212
-2,796
AFL icon
100
Aflac
AFL
$57B
$1.01M 0.18%
9,046
-88
2 3
4
5 6