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
$409M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$867K
3
+$787K
4
NDMO icon
Nuveen Dynamic Municipal Opportunities Fund
NDMO
+$748K
5
NVO icon
Novo Nordisk
NVO
+$742K

Top Sells

1
+$4.5M
2
+$3.51M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
5
AAPL icon
Apple
AAPL
+$1.33M

Sector Composition

1 Consumer Staples 15.65%
2 Technology 13.68%
3 Industrials 8.69%
4 Energy 7.4%
5 Financials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.88%
7,459
+310
27
$3.12M 0.76%
4,009
+923
28
$3.03M 0.74%
49,451
+395
29
$3.02M 0.74%
47,307
-8,703
30
$2.95M 0.72%
16,912
-89
31
$2.84M 0.7%
10,940
-653
32
$2.74M 0.67%
6,160
+191
33
$2.71M 0.66%
17,953
+405
34
$2.63M 0.64%
14,464
+318
35
$2.63M 0.64%
9,325
-2,248
36
$2.51M 0.61%
230,497
+68,650
37
$2.5M 0.61%
6,832
+120
38
$2.38M 0.58%
21,548
-40,694
39
$2.31M 0.56%
8,599
-2,749
40
$2.26M 0.55%
9,184
+8
41
$2.23M 0.55%
50,284
-2,078
42
$2.06M 0.51%
20,519
43
$2.03M 0.5%
4,828
+90
44
$1.95M 0.48%
7,647
-2,830
45
$1.88M 0.46%
3,805
-1,090
46
$1.83M 0.45%
3,772
+935
47
$1.8M 0.44%
19,643
-396
48
$1.75M 0.43%
157,950
+10,762
49
$1.75M 0.43%
28,770
+290
50
$1.74M 0.42%
24,185
+635
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2
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