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
$442M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.32M
3
+$699K
4
ROM icon
ProShares Ultra Technology
ROM
+$682K
5
AVGO icon
Broadcom
AVGO
+$499K

Top Sells

1
+$1.08M
2
+$810K
3
+$553K
4
AAPL icon
Apple
AAPL
+$403K
5
NVO icon
Novo Nordisk
NVO
+$360K

Sector Composition

1 Consumer Staples 14.99%
2 Technology 14.93%
3 Industrials 7.84%
4 Consumer Discretionary 6.7%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$136K 0.03%
11,703
277
$136K 0.03%
30,000
278
$130K 0.03%
11,940
-11,772
279
$127K 0.03%
15,726
280
$126K 0.03%
11,943
+23
281
$124K 0.03%
11,000
282
$105K 0.02%
12,130
+15
283
$98.1K 0.02%
11,393
284
$88.4K 0.02%
11,588
285
$76.8K 0.02%
12,096
286
$63.7K 0.01%
14,000
-4,000
287
$39.8K 0.01%
1,129
+118
288
$24.4K 0.01%
20,000
-500
289
– –
-905
290
– –
-9,240
291
– –
-227
292
– –
-2,525
293
– –
-1,435
294
– –
-22,487
8 9 10 11
12