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
$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 15.34%
2 Technology 14.64%
3 Industrials 8.69%
4 Financials 7.15%
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%
+10,500