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
76
$912K 0.22%
6,386
+607
77
$893K 0.22%
30,812
-2,058
78
$884K 0.22%
2,914
-449
79
$880K 0.21%
7,695
+179
80
$834K 0.2%
81,179
81
$831K 0.2%
17,492
-2,888
82
$810K 0.2%
+9,240
83
$805K 0.2%
19,511
-2,564
84
$782K 0.19%
4,284
85
$766K 0.19%
22,012
86
$760K 0.18%
2,582
-325
87
$759K 0.18%
68,831
+4,686
88
$753K 0.18%
6,425
-1,136
89
$751K 0.18%
12,647
+113
90
$748K 0.18%
75,131
+12
91
$732K 0.18%
30,921
+639
92
$730K 0.18%
2,830
+669
93
$729K 0.18%
3,062
-950
94
$725K 0.18%
5,854
+3
95
$722K 0.18%
13,970
96
$706K 0.17%
2,958
-1,042
97
$690K 0.17%
4,402
-800
98
$684K 0.17%
41,909
+51
99
$652K 0.16%
4,764
-602
100
$638K 0.16%
1,666
+536
2 3
4
5 6