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
126
$539K 0.12%
10,522
-1,638
127
$537K 0.12%
12,871
-723
128
$527K 0.11%
10,367
-100
129
$527K 0.11%
57,317
130
$524K 0.11%
5,285
+200
131
$522K 0.11%
5,927
+91
132
$518K 0.11%
4,050
-182
133
$515K 0.11%
7,592
-8,563
134
$512K 0.11%
1,907
-112
135
$497K 0.11%
2,148
-277
136
$493K 0.11%
3,194
-1,347
137
$493K 0.11%
2,437
+219
138
$492K 0.11%
3,456
-235
139
$490K 0.11%
2,069
-647
140
$485K 0.1%
8,417
+541
141
$482K 0.1%
11,818
-489
142
$477K 0.1%
7,412
143
$452K 0.1%
4,285
+555
144
$452K 0.1%
85,376
+29,326
145
$442K 0.1%
1,420
-860
146
$442K 0.1%
3,550
+1
147
$439K 0.1%
3,995
-3,252
148
$437K 0.09%
3,333
-134
149
$429K 0.09%
1,596
+251
150
$429K 0.09%
1,760
-28
4 5
6
7 8