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
251
$218K 0.05%
214
-288
252
$217K 0.05%
+2,847
253
$217K 0.05%
546
-121
254
$217K 0.05%
3,764
-4,465
255
$216K 0.05%
2,646
-290
256
$216K 0.05%
2,237
+100
257
$214K 0.05%
1,673
-1,951
258
$208K 0.05%
2,392
-2,927
259
$205K 0.05%
16,729
260
$204K 0.05%
1,128
-1,425
261
$202K 0.05%
310
-486
262
$201K 0.05%
+4,205
263
$201K 0.05%
+579
264
$201K 0.05%
+20,715
265
$199K 0.05%
16,520
266
$171K 0.04%
16,828
267
$170K 0.04%
12,820
-273
268
$160K 0.04%
11,968
269
$159K 0.04%
30,000
270
$155K 0.04%
+14,850
271
$149K 0.04%
14,403
272
$147K 0.04%
10,196
273
$118K 0.03%
11,000
274
$113K 0.03%
15,726
275
$106K 0.03%
11,588
9 10
11
12 13