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
76
$1.03M 0.25%
+7,010
77
$1.03M 0.25%
+61,315
78
$1M 0.24%
+2,837
79
$984K 0.24%
+4,163
80
$955K 0.23%
+21,782
81
$944K 0.23%
+5,246
82
$944K 0.23%
+6,004
83
$930K 0.22%
+1,558
84
$881K 0.21%
+16,939
85
$878K 0.21%
+25,826
86
$872K 0.21%
+7,509
87
$848K 0.2%
+10,958
88
$842K 0.2%
+7,073
89
$837K 0.2%
+6,696
90
$835K 0.2%
+22,146
91
$825K 0.2%
+4,608
92
$824K 0.2%
+4,151
93
$815K 0.2%
+7,863
94
$812K 0.2%
+31,718
95
$809K 0.19%
+3,580
96
$804K 0.19%
+30,501
97
$802K 0.19%
+5,902
98
$796K 0.19%
+4,012
99
$794K 0.19%
+8,266
100
$790K 0.19%
+2,886
2 3
4
5 6