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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
151
$586K 0.1%
6,284
+53
152
$575K 0.1%
2,753
-1,542
153
$567K 0.1%
9,457
+3,143
154
$555K 0.1%
+3,316
155
$551K 0.1%
12,342
+396
156
$547K 0.1%
9,503
+1,955
157
$543K 0.1%
1,634
+41
158
$540K 0.09%
9,441
-222
159
$529K 0.09%
20,750
-4,127
160
$521K 0.09%
4,684
-556
161
$506K 0.09%
831
+1
162
$500K 0.09%
7,412
163
$494K 0.09%
+4,400
164
$493K 0.09%
21,427
165
$485K 0.09%
8,990
-1,375
166
$476K 0.08%
3,296
167
$465K 0.08%
2,548
-1,360
168
$464K 0.08%
3,868
-44
169
$462K 0.08%
+2,332
170
$461K 0.08%
2,474
+282
171
$459K 0.08%
5,744
-150
172
$457K 0.08%
2,067
-82
173
$453K 0.08%
12,455
-4,786
174
$443K 0.08%
35,335
175
$441K 0.08%
7,872
+22
5 6
7
8 9