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
51
$1.66M 0.41%
10,148
-5,572
52
$1.65M 0.4%
1,975
-861
53
$1.61M 0.39%
7,836
-1,315
54
$1.56M 0.38%
10,962
+6,104
55
$1.52M 0.37%
124,807
+10,057
56
$1.51M 0.37%
3,326
-811
57
$1.49M 0.36%
11,317
+4,621
58
$1.47M 0.36%
9,687
+39
59
$1.43M 0.35%
3,435
-94
60
$1.41M 0.34%
2,420
+3
61
$1.39M 0.34%
22,918
62
$1.38M 0.34%
4,840
-252
63
$1.35M 0.33%
6,830
+16
64
$1.3M 0.32%
10,562
-1,253
65
$1.25M 0.31%
12,780
-1,330
66
$1.25M 0.3%
9,442
-3,726
67
$1.2M 0.29%
5,687
-216
68
$1.17M 0.29%
32,621
+6,795
69
$1.17M 0.29%
3,363
-553
70
$1.16M 0.28%
13,549
-4,645
71
$1.1M 0.27%
62,732
+1,417
72
$1.1M 0.27%
89,603
+76
73
$1.05M 0.26%
5,099
-200
74
$1.03M 0.25%
9,616
75
$1.02M 0.25%
20,380
-9,197
1 2
3
4 5