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
251
$209K 0.05%
3,705
+30
252
$209K 0.05%
3,911
-1,537
253
$207K 0.05%
4,141
-449
254
$207K 0.05%
905
-854
255
$205K 0.05%
16,729
256
$204K 0.05%
16,520
257
$202K 0.05%
+6,361
258
$195K 0.05%
+16,774
259
$172K 0.04%
16,828
260
$164K 0.04%
30,000
261
$153K 0.04%
14,721
-129
262
$151K 0.04%
11,968
263
$149K 0.04%
11,920
-900
264
$148K 0.04%
10,196
265
$147K 0.04%
14,403
266
$126K 0.03%
+11,703
267
$118K 0.03%
11,000
268
$117K 0.03%
15,726
269
$100K 0.02%
12,115
+16
270
$94.8K 0.02%
11,588
271
$94.4K 0.02%
11,393
272
$89.6K 0.02%
+18,000
273
$77.1K 0.02%
12,096
274
$26.4K 0.01%
1,011
275
$23.8K 0.01%
20,500
+5,000
8 9 10
11
12