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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
201
$374K 0.07%
1,326
202
$373K 0.07%
15,035
203
$371K 0.07%
1,571
+10
204
$371K 0.07%
25,658
+18
205
$369K 0.06%
15,445
206
$366K 0.06%
3,524
-181
207
$364K 0.06%
21,187
+1,424
208
$359K 0.06%
13,417
+915
209
$344K 0.06%
2,312
210
$342K 0.06%
16,776
+26
211
$335K 0.06%
5,612
+2
212
$329K 0.06%
2,511
-96
213
$329K 0.06%
4,538
214
$328K 0.06%
11,571
-812
215
$327K 0.06%
9,519
+213
216
$327K 0.06%
3,915
-66
217
$327K 0.06%
1,725
218
$326K 0.06%
25,717
219
$325K 0.06%
21,777
+11,200
220
$324K 0.06%
+1,733
221
$323K 0.06%
1,191
222
$322K 0.06%
705
223
$321K 0.06%
195,868
-14,000
224
$321K 0.06%
7,168
-8
225
$321K 0.06%
3,982
-1,352
7 8
9
10 11