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
201
$295K 0.06%
1,725
202
$294K 0.06%
1,204
-350
203
$290K 0.06%
3,862
-242
204
$288K 0.06%
7,604
+30
205
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4,042
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206
$286K 0.06%
2,606
-254
207
$282K 0.06%
1,839
-13
208
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1,538
-2,454
209
$281K 0.06%
4,145
+1
210
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3,407
-151
211
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3,720
212
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4,538
213
$272K 0.06%
3,167
-153
214
$272K 0.06%
+3,217
215
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577
216
$269K 0.06%
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217
$267K 0.06%
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218
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219
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24,625
220
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6,161
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221
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1,971
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222
$259K 0.06%
3,225
223
$254K 0.06%
17,717
224
$253K 0.05%
5,130
+1
225
$253K 0.05%
3,587
+381
7 8
9
10 11