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
176
$346K 0.07%
7,532
+1,332
177
$337K 0.07%
16,077
-3,205
178
$336K 0.07%
25,621
179
$335K 0.07%
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180
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8,141
181
$332K 0.07%
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182
$327K 0.07%
15,799
183
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184
$326K 0.07%
3,487
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185
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11,237
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186
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7,842
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187
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188
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189
$314K 0.07%
617
-1,881
190
$313K 0.07%
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191
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193
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194
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3,712
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195
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11,553
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196
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1,756
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197
$302K 0.07%
3,083
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198
$301K 0.07%
642
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199
$300K 0.06%
21,800
200
$297K 0.06%
2,014
-4,980
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