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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
1
$40.1M 7.04%
60,247
+1,724
2
$31.9M 5.61%
125,471
-371
3
$27.9M 4.9%
198,896
+533
4
$18.2M 3.19%
161,036
-2,297
5
$16.1M 2.83%
31,144
+2,225
6
$16M 2.8%
85,614
+3,765
7
$15.2M 2.67%
70,444
+1,078
8
$14.5M 2.55%
265,143
+16,743
9
$12.4M 2.18%
56,463
-3,078
10
$11.2M 1.97%
18,696
-211
11
$10.2M 1.79%
95,739
+52,031
12
$9.99M 1.75%
22,470
+58
13
$9M 1.58%
87,340
+952
14
$8.78M 1.54%
25,717
-661
15
$8.58M 1.51%
12,821
+2,332
16
$7.69M 1.35%
401,701
-6,447
17
$7.48M 1.31%
18,463
+929
18
$7.22M 1.27%
77,932
-465
19
$6.31M 1.11%
19,999
+524
20
$6.18M 1.08%
40,198
-579
21
$5.64M 0.99%
36,333
+2,627
22
$5.6M 0.98%
84,745
-59
23
$5.46M 0.96%
5,903
-12
24
$5.21M 0.91%
36,943
+26,762
25
$4.94M 0.87%
8,068
-495
1
2 3 4 5