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
$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
$98B
$1.14M 0.18%
4,234
+1,101
TMUS icon
102
T-Mobile US
TMUS
$206B
$1.13M 0.18%
5,576
+1,941
HON icon
103
Honeywell
HON
$138B
$1.13M 0.18%
5,787
-380
AMGN icon
104
Amgen
AMGN
$182B
$1.12M 0.18%
3,414
+1,075
VZ icon
105
Verizon
VZ
$197B
$1.1M 0.18%
27,083
+8,779
AXON icon
106
Axon Enterprise
AXON
$30.4B
$1.09M 0.17%
1,922
+25
BNDX icon
107
Vanguard Total International Bond ETF
BNDX
$78.6B
$1.09M 0.17%
22,488
+6,337
SYSB
108
iShares Systematic Bond ETF
SYSB
$1.02B
$1.06M 0.17%
+11,815
AFL icon
109
Aflac
AFL
$58.8B
$1.05M 0.17%
9,500
+454
OKE icon
110
Oneok
OKE
$55.9B
$1.04M 0.17%
14,177
-63
CSCO icon
111
Cisco
CSCO
$402B
$1.04M 0.16%
13,482
+252
C icon
112
Citigroup
C
$212B
$1.03M 0.16%
8,847
+884
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$129B
$1.03M 0.16%
8,676
-88
APH icon
114
Amphenol
APH
$153B
$1M 0.16%
+7,419
WFC icon
115
Wells Fargo
WFC
$225B
$985K 0.16%
10,570
-1,642
IWM icon
116
iShares Russell 2000 ETF
IWM
$78.9B
$963K 0.15%
3,912
-733
GE icon
117
GE Aerospace
GE
$307B
$961K 0.15%
3,120
+1
NZF icon
118
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$948K 0.15%
75,328
-1,964
SYK icon
119
Stryker
SYK
$116B
$938K 0.15%
2,670
+1,626
BX icon
120
Blackstone
BX
$146B
$927K 0.15%
6,013
+8
SPGI icon
121
S&P Global
SPGI
$120B
$922K 0.15%
1,764
+1,145
AVUV icon
122
Avantis US Small Cap Value ETF
AVUV
$25.9B
$918K 0.15%
8,998
+854
APD icon
123
Air Products & Chemicals
APD
$68.2B
$915K 0.15%
3,703
-143
FANG icon
124
Diamondback Energy
FANG
$56.6B
$907K 0.14%
6,036
-215
VOT icon
125
Vanguard Mid-Cap Growth ETF
VOT
$18.5B
$864K 0.14%
3,095
+786
3 4
5
6 7