TWP

Tyche Wealth Partners Portfolio holdings

AUM $462M
This Quarter Return
-1.11%
1 Year Return
+10.19%
3 Year Return
5 Year Return
10 Year Return
AUM
$462M
AUM Growth
-$11.4M
Cap. Flow
-$2.77M
Cap. Flow %
-0.6%
Top 10 Hldgs %
39.58%
Holding
328
New
27
Increased
121
Reduced
101
Closed
31

Sector Composition

1Consumer Staples14.01%
2Technology13.41%
3Energy7.22%
4Financials7.11%
5Consumer Discretionary6.18%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-1,933
Closed
-$222K
-1,301
Closed
-$617K
-3,076
Closed
-$501K