TWP

Tyche Wealth Partners Portfolio holdings

AUM $498M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$810K
3
+$621K
4
ABBV icon
AbbVie
ABBV
+$598K
5
HD icon
Home Depot
HD
+$573K

Top Sells

1
+$1.12M
2
+$787K
3
+$659K
4
JNJ icon
Johnson & Johnson
JNJ
+$628K
5
AMGN icon
Amgen
AMGN
+$592K

Sector Composition

1 Technology 15.31%
2 Consumer Staples 15.09%
3 Industrials 7.84%
4 Energy 7.02%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$239K 0.06%
2,244
+7
227
$238K 0.06%
5,741
-902
228
$238K 0.06%
11,466
+24
229
$238K 0.06%
1,482
230
$236K 0.06%
7,331
-2,032
231
$234K 0.06%
+2,736
232
$232K 0.06%
2,907
-360
233
$232K 0.06%
227
234
$230K 0.06%
3,918
235
$228K 0.06%
+4,100
236
$227K 0.06%
+5,460
237
$224K 0.05%
4,000
-935
238
$224K 0.05%
2,343
-653
239
$223K 0.05%
3,092
240
$222K 0.05%
2,721
+75
241
$222K 0.05%
3,165
-698
242
$221K 0.05%
+1,969
243
$219K 0.05%
2,525
-250
244
$218K 0.05%
52,500
245
$215K 0.05%
1,898
246
$215K 0.05%
5,412
-2,032
247
$213K 0.05%
2,426
-821
248
$212K 0.05%
2,205
249
$211K 0.05%
10,824
-708
250
$210K 0.05%
561
-23
8 9
10
11 12