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
$415M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$26.4M
3
+$14.7M
4
XOM icon
Exxon Mobil
XOM
+$13.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.33%
2 Technology 14.64%
3 Industrials 8.69%
4 Financials 7.16%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.07%
+4,711
227
$278K 0.07%
+2,920
228
$272K 0.07%
+5,049
229
$271K 0.07%
+592
230
$265K 0.06%
+602
231
$258K 0.06%
+1,379
232
$257K 0.06%
+3,660
233
$256K 0.06%
+3,871
234
$252K 0.06%
+5,888
235
$251K 0.06%
+667
236
$251K 0.06%
+1,534
237
$247K 0.06%
+1,814
238
$247K 0.06%
+3,749
239
$246K 0.06%
+11,532
240
$245K 0.06%
+1,639
241
$243K 0.06%
+4,333
242
$242K 0.06%
+23,685
243
$242K 0.06%
+39,722
244
$241K 0.06%
+2,936
245
$238K 0.06%
+11,427
246
$237K 0.06%
+8,214
247
$236K 0.06%
+1,725
248
$235K 0.06%
+4,538
249
$235K 0.06%
+6,732
250
$233K 0.06%
+3,720
8 9
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