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
101
$691K 0.15%
30,001
-990
102
$669K 0.14%
69,354
+16,224
103
$667K 0.14%
5,849
+553
104
$667K 0.14%
4,539
105
$665K 0.14%
3,973
+445
106
$663K 0.14%
8,403
-31
107
$655K 0.14%
25,831
-29
108
$648K 0.14%
8,912
+997
109
$647K 0.14%
11,091
+565
110
$642K 0.14%
+13,925
111
$639K 0.14%
1,373
+689
112
$626K 0.14%
5,133
+315
113
$620K 0.13%
1,717
-26
114
$616K 0.13%
3,076
+281
115
$605K 0.13%
6,133
+608
116
$598K 0.13%
20,952
+8,026
117
$593K 0.13%
23,702
-8,016
118
$591K 0.13%
5,296
+363
119
$582K 0.13%
5,240
+228
120
$581K 0.13%
4,158
+165
121
$566K 0.12%
+4,288
122
$565K 0.12%
2,309
123
$562K 0.12%
+26,092
124
$561K 0.12%
26,600
-194
125
$552K 0.12%
5,894
-1,046
3 4
5
6 7