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
$411M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$810K
3
+$621K
4
ABBV icon
AbbVie
ABBV
+$598K
5
HD icon
Home Depot
HD
+$573K

Top Sells

1
+$1.12M
2
+$787K
3
+$659K
4
JNJ icon
Johnson & Johnson
JNJ
+$628K
5
AMGN icon
Amgen
AMGN
+$592K

Sector Composition

1 Technology 15.31%
2 Consumer Staples 15.08%
3 Industrials 7.84%
4 Energy 7.02%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.63M 0.88%
17,955
-2,195
27
$3.4M 0.83%
7,089
+929
28
$3.34M 0.81%
17,164
+252
29
$3.29M 0.8%
7,466
+7
30
$3.29M 0.8%
18,043
+90
31
$3.28M 0.8%
46,362
-945
32
$3.08M 0.75%
17,952
+3,488
33
$3.05M 0.74%
47,902
-1,549
34
$2.93M 0.71%
10,961
+21
35
$2.91M 0.71%
269,723
+39,226
36
$2.4M 0.58%
9,403
+78
37
$2.34M 0.57%
7,038
+206
38
$2.25M 0.55%
4,465
+693
39
$2.18M 0.53%
4,275
+470
40
$2.13M 0.52%
27,476
+3,291
41
$2.11M 0.51%
20,526
+7
42
$2.09M 0.51%
46,997
-3,287
43
$2.06M 0.5%
5,053
+225
44
$2M 0.49%
29,620
+850
45
$1.9M 0.46%
8,380
-804
46
$1.85M 0.45%
7,801
-798
47
$1.84M 0.45%
160,893
+2,943
48
$1.78M 0.43%
9,687
49
$1.77M 0.43%
50,328
+17,707
50
$1.71M 0.42%
16,912
-2,731
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2
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