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
251
$231K 0.06%
+1,687
252
$230K 0.06%
+1,816
253
$229K 0.06%
+2,859
254
$228K 0.05%
+2,944
255
$228K 0.05%
+3,690
256
$228K 0.05%
+1,855
257
$228K 0.05%
+1,691
258
$226K 0.05%
+3,777
259
$226K 0.05%
+6,361
260
$225K 0.05%
+26,664
261
$225K 0.05%
+2,775
262
$225K 0.05%
+576
263
$222K 0.05%
+1,946
264
$222K 0.05%
+1,608
265
$217K 0.05%
+851
266
$217K 0.05%
+52,500
267
$216K 0.05%
+2,137
268
$205K 0.05%
+444
269
$204K 0.05%
+16,729
270
$202K 0.05%
+2,255
271
$202K 0.05%
+2,552
272
$192K 0.05%
+16,520
273
$169K 0.04%
+16,828
274
$163K 0.04%
+30,000
275
$162K 0.04%
+11,968
8 9 10
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