TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
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 +$34.2M
2 +$25.3M
3 +$14.5M
4
MSFT icon
Microsoft
MSFT
+$13.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.33%
2 Technology 14.69%
3 Industrials 8.69%
4 Financials 7.11%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$160K 0.04%
+13,093
277
$151K 0.04%
+10,196
278
$145K 0.03%
+14,403
279
$119K 0.03%
+11,588
280
$114K 0.03%
+11,000
281
$106K 0.03%
+15,726
282
$94.3K 0.02%
+11,393
283
$93.9K 0.02%
+12,085
284
$68.6K 0.02%
+12,096
285
$42.6K 0.01%
+1,011
286
$36.9K 0.01%
+300