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
$442M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.32M
3
+$699K
4
ROM icon
ProShares Ultra Technology
ROM
+$682K
5
AVGO icon
Broadcom
AVGO
+$499K

Top Sells

1
+$1.08M
2
+$810K
3
+$553K
4
AAPL icon
Apple
AAPL
+$403K
5
NVO icon
Novo Nordisk
NVO
+$360K

Sector Composition

1 Consumer Staples 14.99%
2 Technology 14.93%
3 Industrials 7.84%
4 Consumer Discretionary 6.7%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 0.93%
4,617
+163
27
$3.94M 0.89%
46,625
+263
28
$3.7M 0.84%
17,539
-416
29
$3.69M 0.84%
7,474
+8
30
$3.55M 0.8%
17,986
+34
31
$3.44M 0.78%
47,814
-88
32
$3.11M 0.71%
277,866
+8,143
33
$3.03M 0.69%
10,706
-255
34
$2.99M 0.68%
14,486
-2,678
35
$2.96M 0.67%
17,817
-226
36
$2.77M 0.63%
9,097
-306
37
$2.73M 0.62%
6,983
-55
38
$2.55M 0.58%
4,365
+90
39
$2.43M 0.55%
26,904
-572
40
$2.38M 0.54%
47,018
+21
41
$2.37M 0.54%
5,152
+99
42
$2.28M 0.52%
20,526
43
$2.22M 0.5%
33,088
+10,170
44
$2.12M 0.48%
29,940
+320
45
$2.1M 0.48%
55,954
+5,626
46
$2.07M 0.47%
17,053
+141
47
$2.05M 0.46%
8,301
-79
48
$1.99M 0.45%
7,605
-196
49
$1.95M 0.44%
162,630
+1,737
50
$1.87M 0.42%
3,781
+33
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2
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