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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
101
$971K 0.17%
77,292
+213
102
$945K 0.17%
+16,226
103
$938K 0.16%
3,119
104
$905K 0.16%
13,230
-409
105
$894K 0.16%
6,251
+354
106
$890K 0.16%
9,358
+2,918
107
$870K 0.15%
3,635
+36
108
$867K 0.15%
202
+1
109
$851K 0.15%
4,985
+37
110
$839K 0.15%
77,281
111
$831K 0.15%
82,098
+11,500
112
$820K 0.14%
+25,017
113
$814K 0.14%
2,883
+26
114
$811K 0.14%
8,144
+1,209
115
$808K 0.14%
7,963
+16
116
$804K 0.14%
18,304
+674
117
$799K 0.14%
16,151
+5,959
118
$783K 0.14%
44,787
+106
119
$779K 0.14%
9,266
+6,076
120
$773K 0.14%
3,133
+33
121
$770K 0.14%
5,663
-423
122
$745K 0.13%
7,877
-327
123
$739K 0.13%
37,976
+12,713
124
$738K 0.13%
20,619
-125
125
$717K 0.13%
2,618
-26
3 4
5
6 7