TWP
Tyche Wealth Partners Portfolio holdings
AUM $462M
AUM
$462M
AUM Growth
-$11.4M (-2%)
Cap. Flow
+$15.5M
Cap. Flow % of AUM
3.36%
Top 10 Holdings %Top 10 Hldgs %
39.58%
Holding
328
New
27
Increased
121
Reduced
101
Closed
31
Top Buys
| 1 | $11.3M | |
| 2 | $5.68M | |
| 3 | $5.41M | |
| 4 | $1.72M | |
| 5 | $723K |
Top Sells
| 1 | $2.55M | |
| 2 | $1.83M | |
| 3 | $1.83M | |
| 4 | $1.11M | |
| 5 | $999K |
Sector Composition
| 1 | Consumer Staples | 14.01% |
| 2 | Technology | 13.41% |
| 3 | Energy | 7.22% |
| 4 | Financials | 7.11% |
| 5 | Consumer Discretionary | 6.18% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -23,109 | Closed | – | |||
| $0 | 0% | 0 -2,202 | Closed | – | |||
| $0 | 0% | 0 -3,453 | Closed | – | |||
| $0 | 0% | 0 -1,896 | Closed | – | |||
| $0 | 0% | 0 -3,658 | Closed | – | |||
| $0 | 0% | 0 -12,025 | Closed | – | |||
| $0 | 0% | 0 -5,045 | Closed | – | |||
| $0 | 0% | 0 -606 | Closed | – | |||
| $0 | 0% | 0 -9,093 | Closed | – | |||
| $0 | 0% | 0 -12,096 | Closed | – | |||
| $0 | 0% | 0 -210 | Closed | – | |||
| $0 | 0% | 0 -10,797 | Closed | – | |||
| $0 | 0% | 0 -1,484 | Closed | – | |||
| $0 | 0% | 0 -965 | Closed | – | |||
| $0 | 0% | 0 -9,602 | Closed | – | |||
| $0 | 0% | 0 -2,312 | Closed | – | |||
| $0 | 0% | 0 -8,652 | Closed | – | |||
| $0 | 0% | 0 -1,464 | Closed | – | |||
| $0 | 0% | 0 -5,320 | Closed | – | |||
| $0 | 0% | 0 -3,933 | Closed | – | |||
| $0 | 0% | 0 -2,786 | Closed | – | |||
| $0 | 0% | 0 -2,559 | Closed | – | |||
| $0 | 0% | 0 -2,580 | Closed | – | |||
| $0 | 0% | 0 -2,249 | Closed | – | |||
| $0 | 0% | 0 -16,187 | Closed | – |
