TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.03%
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 +$845K
2 +$687K
3 +$630K
4
ABBV icon
AbbVie
ABBV
+$578K
5
HD icon
Home Depot
HD
+$568K

Top Sells

1 +$917K
2 +$787K
3 +$661K
4
JNJ icon
Johnson & Johnson
JNJ
+$639K
5
AMGN icon
Amgen
AMGN
+$556K

Sector Composition

1 Technology 15.36%
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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