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
51
$1.65M 0.4%
+23,550
52
$1.62M 0.39%
+147,188
53
$1.61M 0.39%
+6,922
54
$1.6M 0.39%
+161,847
55
$1.5M 0.36%
+18,194
56
$1.49M 0.36%
+29,577
57
$1.47M 0.35%
+5,092
58
$1.44M 0.35%
+13,168
59
$1.39M 0.33%
+28,480
60
$1.38M 0.33%
+11,815
61
$1.37M 0.33%
+3,916
62
$1.36M 0.33%
+3,529
63
$1.36M 0.33%
+9,648
64
$1.36M 0.33%
+114,750
65
$1.33M 0.32%
+12,061
66
$1.28M 0.31%
+2,417
67
$1.22M 0.29%
+22,918
68
$1.21M 0.29%
+4,676
69
$1.19M 0.29%
+14,110
70
$1.18M 0.29%
+5,903
71
$1.17M 0.28%
+2,844
72
$1.11M 0.27%
+5,299
73
$1.06M 0.25%
+89,527
74
$1.06M 0.25%
+6,814
75
$1.03M 0.25%
+9,616
1 2
3
4 5