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
76
$999K 0.24%
4,000
-2,922
77
$998K 0.24%
8,779
-3,282
78
$959K 0.23%
32,870
+2,369
79
$957K 0.23%
7,516
+7
80
$926K 0.23%
4,012
81
$926K 0.23%
22,075
-71
82
$910K 0.22%
2,907
83
$903K 0.22%
4,336
+1,113
84
$888K 0.22%
5,202
-10
85
$888K 0.22%
7,561
-302
86
$853K 0.21%
1,838
-1,006
87
$848K 0.21%
31,718
88
$822K 0.2%
4,284
-962
89
$800K 0.2%
81,179
+1,800
90
$798K 0.2%
5,366
-638
91
$793K 0.19%
22,012
-1,087
92
$787K 0.19%
+1,505
93
$786K 0.19%
5,731
-171
94
$769K 0.19%
5,851
+4
95
$744K 0.18%
2,470
-86
96
$742K 0.18%
+5,779
97
$730K 0.18%
13,970
98
$730K 0.18%
5,964
-161
99
$729K 0.18%
75,119
+10
100
$727K 0.18%
2,851
-1,312
2 3
4
5 6