TWP
Tyche Wealth Partners Portfolio holdings
AUM
$498M
1-Year Return
13.88%
This Quarter Return
+9.56%
1 Year Return
+13.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$415M
AUM Growth
–
Cap. Flow
+$415M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
286
New
286
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PepsiCo
PEP
|
$35.1M |
| 2 |
Apple
AAPL
|
$26.4M |
| 3 |
Microsoft
MSFT
|
$14.7M |
| 4 |
Exxon Mobil
XOM
|
$13.8M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$13.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 15.34% |
| 2 | Technology | 14.64% |
| 3 | Industrials | 8.69% |
| 4 | Financials | 7.15% |
| 5 | Consumer Discretionary | 6.79% |
