TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
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
MMM icon
126
3M
MMM
$75.2B
$711K 0.12%
4,579
+2
XLI icon
127
State Street Industrial Select Sector SPDR ETF
XLI
$28.4B
$710K 0.12%
4,603
-26
HYD icon
128
VanEck High Yield Muni ETF
HYD
$4.13B
$703K 0.12%
13,808
DIS icon
129
Walt Disney
DIS
$176B
$701K 0.12%
6,118
-18
BAC icon
130
Bank of America
BAC
$337B
$690K 0.12%
13,366
-147
IJH icon
131
iShares Core S&P Mid-Cap ETF
IJH
$105B
$690K 0.12%
10,566
-327
ADP icon
132
Automatic Data Processing
ADP
$84.8B
$685K 0.12%
2,332
-2
VOT icon
133
Vanguard Mid-Cap Growth ETF
VOT
$17B
$678K 0.12%
2,309
MRK icon
134
Merck
MRK
$282B
$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
$24.6B
$667K 0.12%
15,294
-92
COWZ icon
137
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$666K 0.12%
11,595
-2,509
AVEM icon
138
Avantis Emerging Markets Equity ETF
AVEM
$20.4B
$664K 0.12%
+8,844
CIFR icon
139
Cipher Digital Inc. Common Stock
CIFR
$5.93B
$661K 0.12%
52,500
AMGN icon
140
Amgen
AMGN
$189B
$660K 0.12%
2,339
+855
RSP icon
141
Invesco S&P 500 Equal Weight ETF
RSP
$85.1B
$653K 0.11%
3,443
+980
IJR icon
142
iShares Core S&P Small-Cap ETF
IJR
$90.9B
$651K 0.11%
5,476
-4,159
LIN icon
143
Linde
LIN
$227B
$649K 0.11%
1,366
-7
PZA icon
144
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.71B
$644K 0.11%
27,887
-2,125
MTUM icon
145
iShares MSCI USA Momentum Factor ETF
MTUM
$20.9B
$641K 0.11%
2,499
-1
EOS
146
Eaton Vance Enhance Equity Income Fund II
EOS
$1.1B
$637K 0.11%
26,625
+13
CRSP icon
147
CRISPR Therapeutics
CRSP
$4.51B
$635K 0.11%
9,800
-5,985
XLV icon
148
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
$633K 0.11%
4,549
+108
NSC icon
149
Norfolk Southern
NSC
$62.5B
$621K 0.11%
2,069
DUK icon
150
Duke Energy
DUK
$101B
$601K 0.11%
4,858
-30
4 5
6
7 8