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
51
$1.7M 0.41%
3,748
+313
52
$1.64M 0.4%
15,374
-6,174
53
$1.6M 0.39%
22,918
54
$1.58M 0.38%
126,531
+1,724
55
$1.53M 0.37%
9,042
-1,920
56
$1.46M 0.36%
6,811
-1,025
57
$1.44M 0.35%
3,079
-247
58
$1.43M 0.35%
14,222
+1,442
59
$1.42M 0.35%
11,171
-146
60
$1.4M 0.34%
6,333
-1,314
61
$1.34M 0.33%
2,420
62
$1.33M 0.32%
6,661
-169
63
$1.24M 0.3%
10,256
-306
64
$1.23M 0.3%
1,557
-418
65
$1.21M 0.29%
63,211
+479
66
$1.15M 0.28%
5,687
67
$1.12M 0.27%
9,878
+1,206
68
$1.08M 0.26%
5,049
-50
69
$1.08M 0.26%
87,261
-2,342
70
$1.07M 0.26%
10,319
+1,540
71
$1.01M 0.24%
11,263
-2,286
72
$970K 0.24%
7,833
-1,609
73
$945K 0.23%
6,691
-3,457
74
$927K 0.23%
31,718
75
$921K 0.22%
2,946
-1,894
1 2
3
4 5