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
51
$1.78M 0.4%
3,048
-31
52
$1.76M 0.4%
15,029
-345
53
$1.73M 0.39%
14,293
+71
54
$1.69M 0.38%
6,227
-106
55
$1.66M 0.38%
6,814
+3
56
$1.62M 0.37%
9,707
+20
57
$1.61M 0.36%
120,158
-6,373
58
$1.6M 0.36%
9,358
+316
59
$1.59M 0.36%
11,217
+46
60
$1.5M 0.34%
2,423
+3
61
$1.47M 0.33%
2,572
-1,893
62
$1.44M 0.33%
1,512
-45
63
$1.38M 0.31%
10,232
-24
64
$1.35M 0.3%
61,218
-1,993
65
$1.3M 0.29%
5,889
+202
66
$1.24M 0.28%
11,080
-183
67
$1.19M 0.27%
10,508
+630
68
$1.18M 0.27%
10,324
+5
69
$1.12M 0.25%
6,488
-173
70
$1.06M 0.24%
81,255
-6,006
71
$1.03M 0.23%
2,582
72
$1.02M 0.23%
4,936
-113
73
$1M 0.23%
2,833
-81
74
$974K 0.22%
31,718
75
$964K 0.22%
3,438
+1,772
1 2
3
4 5