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
$442M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.32M
3
+$699K
4
ROM icon
ProShares Ultra Technology
ROM
+$682K
5
AVGO icon
Broadcom
AVGO
+$499K

Top Sells

1
+$1.08M
2
+$810K
3
+$553K
4
AAPL icon
Apple
AAPL
+$403K
5
NVO icon
Novo Nordisk
NVO
+$360K

Sector Composition

1 Consumer Staples 14.99%
2 Technology 14.93%
3 Industrials 7.84%
4 Consumer Discretionary 6.7%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.06%
1,452
-30
227
$253K 0.06%
3,881
-30
228
$251K 0.06%
10,824
229
$251K 0.06%
2,779
+43
230
$250K 0.06%
+12,682
231
$249K 0.06%
5,465
+5
232
$248K 0.06%
11,489
+23
233
$248K 0.06%
5,186
-492
234
$248K 0.06%
1,822
-129
235
$247K 0.06%
3,918
236
$246K 0.06%
4,750
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237
$245K 0.06%
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238
$244K 0.06%
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239
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2,907
240
$241K 0.05%
2,352
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241
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+5,395
242
$241K 0.05%
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243
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4,143
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244
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4,000
245
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246
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562
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247
$233K 0.05%
22,343
-3,760
248
$232K 0.05%
3,092
249
$232K 0.05%
1,873
-25
250
$229K 0.05%
2,207
+2
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10
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