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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
76
$1.54M 0.27%
54,363
-143
77
$1.53M 0.27%
10,838
-54
78
$1.52M 0.27%
123,681
+3,418
79
$1.47M 0.26%
10,492
-35
80
$1.47M 0.26%
31,346
+16,154
81
$1.45M 0.25%
5,781
+2
82
$1.42M 0.25%
+20,171
83
$1.36M 0.24%
1,897
-5
84
$1.32M 0.23%
24,725
+9,430
85
$1.3M 0.23%
12,578
+4,908
86
$1.29M 0.23%
41,110
+7
87
$1.27M 0.22%
6,257
-3,816
88
$1.24M 0.22%
21,058
+4,896
89
$1.22M 0.21%
6,167
-15
90
$1.18M 0.21%
+15,869
91
$1.14M 0.2%
2,357
+1
92
$1.13M 0.2%
4,007
-243
93
$1.12M 0.2%
4,645
-921
94
$1.11M 0.19%
5,147
95
$1.05M 0.18%
3,846
-49
96
$1.04M 0.18%
14,240
+105
97
$1.03M 0.18%
8,764
+2,040
98
$1.03M 0.18%
6,005
+5
99
$1.02M 0.18%
12,212
-2,796
100
$1.01M 0.18%
9,046
-88
2 3
4
5 6