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
$409M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$963K
3
+$777K
4
NDMO icon
Nuveen Dynamic Municipal Opportunities Fund
NDMO
+$726K
5
NVO icon
Novo Nordisk
NVO
+$688K

Top Sells

1
+$4.32M
2
+$3.38M
3
+$1.57M
4
NVDA icon
NVIDIA
NVDA
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.41M

Sector Composition

1 Consumer Staples 15.65%
2 Technology 13.74%
3 Industrials 8.69%
4 Energy 7.4%
5 Financials 6.93%
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%
443
+143
281
$28.8K 0.01%
1,011
282
– –
-2,157
283
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-2,980
284
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-1,883
285
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-2,117
286
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-2,552
287
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-1,608
288
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-1,691
289
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-2,420
290
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-3,690
291
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-598
292
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-5,181
293
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-2,655
294
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-592
295
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-2,944
296
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-3,660
297
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-3,882
298
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-1,855
299
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-1,498
300
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-3,257
9 10 11
12
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