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
76
$980K 0.21%
3,142
-2,387
77
$968K 0.21%
13,479
+3,224
78
$944K 0.2%
8,956
+5,426
79
$934K 0.2%
5,467
+1,537
80
$921K 0.2%
16,121
+9,860
81
$903K 0.2%
3,384
-3,123
82
$885K 0.19%
5,192
+2,191
83
$876K 0.19%
9,757
-2,999
84
$852K 0.18%
18,781
-14,128
85
$843K 0.18%
13,656
-1,948
86
$838K 0.18%
5,995
+304
87
$833K 0.18%
218
+12
88
$827K 0.18%
77,281
89
$816K 0.18%
7,765
+36
90
$798K 0.17%
4,285
91
$794K 0.17%
14,493
+1,356
92
$769K 0.17%
4,977
-5,969
93
$762K 0.16%
22,024
+12
94
$745K 0.16%
6,035
-1,282
95
$730K 0.16%
43,173
96
$727K 0.16%
2,381
-3,643
97
$722K 0.16%
2,849
-32
98
$715K 0.15%
13,970
99
$703K 0.15%
70,598
+3,234
100
$700K 0.15%
2,817
-248
2 3
4
5 6