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
251
$229K 0.05%
+6,914
252
$226K 0.05%
1,721
253
$226K 0.05%
4,114
+14
254
$225K 0.05%
215,902
255
$221K 0.05%
427
-42
256
$221K 0.05%
2,304
-39
257
$220K 0.05%
+1,855
258
$219K 0.05%
16,729
259
$216K 0.05%
+1,549
260
$213K 0.05%
2,559
-162
261
$211K 0.05%
+499
262
$210K 0.05%
3,905
+200
263
$208K 0.05%
16,774
264
$208K 0.05%
16,520
265
$205K 0.05%
6,361
266
$203K 0.05%
52,500
267
$203K 0.05%
+3,258
268
$202K 0.05%
+2,754
269
$202K 0.05%
+3,250
270
$201K 0.05%
14,721
271
$180K 0.04%
16,828
272
$167K 0.04%
106,089
+95,694
273
$156K 0.04%
11,968
274
$154K 0.03%
10,196
275
$152K 0.03%
14,403
8 9 10
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