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
ACN icon
101
Accenture
ACN
$121B
$1.14M 0.18%
4,234
+1,101
TMUS icon
102
T-Mobile US
TMUS
$218B
$1.13M 0.18%
5,576
+1,941
HON icon
103
Honeywell
HON
$148B
$1.13M 0.18%
5,787
-380
AMGN icon
104
Amgen
AMGN
$192B
$1.12M 0.18%
3,414
+1,075
VZ icon
105
Verizon
VZ
$195B
$1.1M 0.18%
27,083
+8,779
AXON icon
106
Axon Enterprise
AXON
$32.4B
$1.09M 0.17%
1,922
+25
BNDX icon
107
Vanguard Total International Bond ETF
BNDX
$78.2B
$1.09M 0.17%
22,488
+6,337
SYSB
108
iShares Systematic Bond ETF
SYSB
$1.07B
$1.06M 0.17%
+11,815
AFL icon
109
Aflac
AFL
$59B
$1.05M 0.17%
9,500
+454
OKE icon
110
Oneok
OKE
$52.6B
$1.04M 0.17%
14,177
-63
CSCO icon
111
Cisco
CSCO
$341B
$1.04M 0.16%
13,482
+252
C icon
112
Citigroup
C
$225B
$1.03M 0.16%
8,847
+884
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$125B
$1.03M 0.16%
2,169
-22
APH icon
114
Amphenol
APH
$186B
$1M 0.16%
+7,419
WFC icon
115
Wells Fargo
WFC
$249B
$985K 0.16%
10,570
-1,642
IWM icon
116
iShares Russell 2000 ETF
IWM
$77.2B
$963K 0.15%
3,912
-733
GE icon
117
GE Aerospace
GE
$318B
$961K 0.15%
3,120
+1
NZF icon
118
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$948K 0.15%
75,328
-1,964
SYK icon
119
Stryker
SYK
$131B
$938K 0.15%
2,670
+1,626
BX icon
120
Blackstone
BX
$100B
$927K 0.15%
6,013
+8
SPGI icon
121
S&P Global
SPGI
$131B
$922K 0.15%
1,764
+1,145
AVUV icon
122
Avantis US Small Cap Value ETF
AVUV
$25B
$918K 0.15%
8,998
+854
APD icon
123
Air Products & Chemicals
APD
$65B
$915K 0.15%
3,703
-143
FANG icon
124
Diamondback Energy
FANG
$50.7B
$907K 0.14%
6,036
-215
VOT icon
125
Vanguard Mid-Cap Growth ETF
VOT
$18.2B
$864K 0.14%
3,095
+786
3 4
5
6 7