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
$409M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$867K
3
+$787K
4
NDMO icon
Nuveen Dynamic Municipal Opportunities Fund
NDMO
+$748K
5
NVO icon
Novo Nordisk
NVO
+$742K

Top Sells

1
+$4.5M
2
+$3.51M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.33M

Sector Composition

1 Consumer Staples 15.65%
2 Technology 13.68%
3 Industrials 8.69%
4 Energy 7.4%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.06%
444
227
$246K 0.06%
1,725
228
$245K 0.06%
3,720
229
$243K 0.06%
+2,578
230
$242K 0.06%
2,859
231
$241K 0.06%
1,482
-157
232
$241K 0.06%
11,442
+15
233
$241K 0.06%
23,698
+13
234
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+584
235
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39,722
236
$237K 0.06%
2,775
237
$234K 0.06%
1,187
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238
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6,732
239
$231K 0.06%
7,899
-315
240
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3,918
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241
$229K 0.06%
1,817
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242
$227K 0.06%
576
243
$226K 0.06%
11,532
244
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1,550
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245
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3,092
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246
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1,898
-48
247
$222K 0.05%
3,675
-102
248
$220K 0.05%
+227
249
$220K 0.05%
2,674
-2,443
250
$219K 0.05%
2,205
-50
8 9
10
11 12