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
$411M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$810K
3
+$621K
4
ABBV icon
AbbVie
ABBV
+$598K
5
HD icon
Home Depot
HD
+$573K

Top Sells

1
+$1.12M
2
+$787K
3
+$659K
4
JNJ icon
Johnson & Johnson
JNJ
+$628K
5
AMGN icon
Amgen
AMGN
+$592K

Sector Composition

1 Technology 15.31%
2 Consumer Staples 15.08%
3 Industrials 7.84%
4 Energy 7.02%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.6K ﹤0.01%
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