TWP

Tyche Wealth Partners Portfolio holdings

AUM $570M
1-Year Est. Return 15.91%
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$26.4M
3
+$14.7M
4
XOM icon
Exxon Mobil
XOM
+$13.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.33%
2 Technology 14.64%
3 Industrials 8.69%
4 Financials 7.16%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.83%
+11,573
27
$3.4M 0.82%
+56,010
28
$3.05M 0.73%
+7,149
29
$2.97M 0.72%
+11,348
30
$2.9M 0.7%
+17,001
31
$2.89M 0.7%
+49,056
32
$2.75M 0.66%
+11,593
33
$2.58M 0.62%
+4,895
34
$2.45M 0.59%
+17,548
35
$2.44M 0.59%
+5,969
36
$2.33M 0.56%
+10,477
37
$2.3M 0.55%
+2,836
38
$2.25M 0.54%
+9,176
39
$2.22M 0.54%
+52,362
40
$2.19M 0.53%
+14,146
41
$2.09M 0.5%
+15,720
42
$1.98M 0.48%
+6,712
43
$1.95M 0.47%
+47,423
44
$1.89M 0.45%
+20,039
45
$1.88M 0.45%
+4,137
46
$1.8M 0.43%
+3,086
47
$1.75M 0.42%
+9,151
48
$1.69M 0.41%
+4,738
49
$1.67M 0.4%
+20,519
50
$1.66M 0.4%
+3,478
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