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
151
$423K 0.09%
35,335
+2,730
152
$423K 0.09%
5,958
+1,400
153
$422K 0.09%
2,642
154
$419K 0.09%
2,867
+492
155
$415K 0.09%
810
+48
156
$411K 0.09%
1,109
157
$411K 0.09%
2,372
+528
158
$401K 0.09%
1,326
-802
159
$396K 0.09%
28,995
+16
160
$396K 0.09%
21,427
161
$395K 0.09%
2,000
-9
162
$394K 0.09%
1,059
-2,221
163
$393K 0.09%
1,808
+377
164
$389K 0.08%
2,420
165
$386K 0.08%
6,321
+592
166
$384K 0.08%
+15,035
167
$384K 0.08%
7,702
+193
168
$380K 0.08%
5,368
+1,689
169
$379K 0.08%
39,109
-2,190
170
$365K 0.08%
16,477
+22
171
$362K 0.08%
+6,775
172
$362K 0.08%
19,456
+1,569
173
$356K 0.08%
4,511
-75
174
$356K 0.08%
5,609
175
$351K 0.08%
15,825
+2,000
5 6
7
8 9