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
301
-6,361