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
76
$909K 0.21%
31,219
+407
77
$883K 0.2%
19,665
+154
78
$882K 0.2%
7,765
-68
79
$882K 0.2%
2,961
+131
80
$877K 0.2%
5,729
-125
81
$860K 0.19%
4,285
+1
82
$853K 0.19%
6,492
-199
83
$821K 0.19%
15,418
-2,074
84
$817K 0.19%
22,012
85
$803K 0.18%
68,831
86
$802K 0.18%
7,619
-76
87
$798K 0.18%
2,885
-73
88
$756K 0.17%
2,961
-101
89
$756K 0.17%
71,544
-9,635
90
$750K 0.17%
44,681
+2,772
91
$748K 0.17%
30,981
+60
92
$741K 0.17%
13,970
93
$717K 0.16%
12,396
+727
94
$712K 0.16%
5,882
-543
95
$711K 0.16%
69,321
-5,810
96
$700K 0.16%
3,905
+201
97
$698K 0.16%
4,096
-137
98
$696K 0.16%
5,016
-414
99
$689K 0.16%
17,062
+52
100
$689K 0.16%
2,137
-809
2 3
4
5 6