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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
176
$439K 0.08%
3,837
+36
177
$438K 0.08%
81,176
178
$435K 0.08%
29,027
+16
179
$434K 0.08%
9,375
-229
180
$427K 0.07%
2,639
+1
181
$427K 0.07%
8,320
-1,050
182
$424K 0.07%
3,411
-31
183
$422K 0.07%
2,420
184
$420K 0.07%
682
185
$419K 0.07%
1,200
186
$415K 0.07%
1,752
-18
187
$412K 0.07%
6,597
+49
188
$411K 0.07%
15,950
+125
189
$411K 0.07%
7,628
-173
190
$411K 0.07%
1,204
-15
191
$406K 0.07%
2,112
+21
192
$401K 0.07%
1,436
+152
193
$398K 0.07%
1,565
+714
194
$395K 0.07%
6,260
+106
195
$389K 0.07%
3,068
-117
196
$386K 0.07%
9,854
+2,250
197
$386K 0.07%
1,044
+13
198
$378K 0.07%
6,693
+33
199
$378K 0.07%
4,758
200
$375K 0.07%
39,109
6 7
8
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