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
276
$99.2K 0.02%
12,099
+14
277
$97.5K 0.02%
10,000
-16,664
278
$94.8K 0.02%
11,393
279
$71.7K 0.02%
12,096
280
$37K 0.01%
15,500
+5,000
281
$28.8K 0.01%
1,011
282
– –
-2,980
283
– –
-1,883
284
– –
-2,117
285
– –
-2,552
286
– –
-1,608
287
– –
-1,691
288
– –
-2,420
289
– –
-3,690
290
– –
-598
291
– –
-5,181
292
– –
-2,655
293
– –
-592
294
– –
-2,944
295
– –
-3,660
296
– –
-3,882
297
– –
-1,855
298
– –
-2,157
299
– –
-1,498
300
– –
-3,257
9 10 11
12
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