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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
126
$711K 0.12%
4,579
+2
127
$710K 0.12%
4,603
-26
128
$703K 0.12%
13,808
129
$701K 0.12%
6,118
-18
130
$690K 0.12%
13,366
-147
131
$690K 0.12%
10,566
-327
132
$685K 0.12%
2,332
-2
133
$678K 0.12%
2,309
134
$674K 0.12%
8,034
-105
135
$670K 0.12%
69,391
+18
136
$667K 0.12%
15,294
-92
137
$666K 0.12%
11,595
-2,509
138
$664K 0.12%
+8,844
139
$661K 0.12%
52,500
140
$660K 0.12%
2,339
+855
141
$653K 0.11%
3,443
+980
142
$651K 0.11%
5,476
-4,159
143
$649K 0.11%
1,366
-7
144
$644K 0.11%
27,887
-2,125
145
$641K 0.11%
2,499
-1
146
$637K 0.11%
26,625
+13
147
$635K 0.11%
9,800
-5,985
148
$633K 0.11%
4,549
+108
149
$621K 0.11%
2,069
150
$601K 0.11%
4,858
-30
4 5
6
7 8