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
$570M
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.77M
3
+$2.35M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M
5
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
+$1.65M

Top Sells

1
+$2.98M
2
+$777K
3
+$754K
4
AMZN icon
Amazon
AMZN
+$676K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$646K

Sector Composition

1 Technology 14.2%
2 Consumer Staples 11.07%
3 Financials 6.36%
4 Consumer Discretionary 6.28%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
126
3M
MMM
$88.2B
$711K 0.12%
4,579
+2
XLI icon
127
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$710K 0.12%
4,603
-26
HYD icon
128
VanEck High Yield Muni ETF
HYD
$3.89B
$703K 0.12%
13,808
DIS icon
129
Walt Disney
DIS
$197B
$701K 0.12%
6,118
-18
BAC icon
130
Bank of America
BAC
$404B
$690K 0.12%
13,366
-147
IJH icon
131
iShares Core S&P Mid-Cap ETF
IJH
$103B
$690K 0.12%
10,566
-327
ADP icon
132
Automatic Data Processing
ADP
$107B
$685K 0.12%
2,332
-2
VOT icon
133
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$678K 0.12%
2,309
MRK icon
134
Merck
MRK
$248B
$674K 0.12%
8,034
-105
VKQ icon
135
Invesco Municipal Trust
VKQ
$534M
$670K 0.12%
69,391
+18
XLU icon
136
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$667K 0.12%
7,647
-46
COWZ icon
137
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$666K 0.12%
11,595
-2,509
AVEM icon
138
Avantis Emerging Markets Equity ETF
AVEM
$15.3B
$664K 0.12%
+8,844
CIFR icon
139
Cipher Mining
CIFR
$5.98B
$661K 0.12%
52,500
AMGN icon
140
Amgen
AMGN
$175B
$660K 0.12%
2,339
+855
RSP icon
141
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
$653K 0.11%
3,443
+980
IJR icon
142
iShares Core S&P Small-Cap ETF
IJR
$90.6B
$651K 0.11%
5,476
-4,159
LIN icon
143
Linde
LIN
$194B
$649K 0.11%
1,366
-7
PZA icon
144
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$644K 0.11%
27,887
-2,125
MTUM icon
145
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$641K 0.11%
2,499
-1
EOS
146
Eaton Vance Enhance Equity Income Fund II
EOS
$1.19B
$637K 0.11%
26,625
+13
CRSP icon
147
CRISPR Therapeutics
CRSP
$5.39B
$635K 0.11%
9,800
-5,985
XLV icon
148
State Street Health Care Select Sector SPDR ETF
XLV
$40.9B
$633K 0.11%
4,549
+108
NSC icon
149
Norfolk Southern
NSC
$66.8B
$621K 0.11%
2,069
DUK icon
150
Duke Energy
DUK
$90.6B
$601K 0.11%
4,858
-30
4 5
6
7 8