TWP

Tyche Wealth Partners Portfolio holdings

AUM $462M
This Quarter Return
-1.11%
1 Year Return
+10.19%
3 Year Return
5 Year Return
10 Year Return
AUM
$462M
AUM Growth
-$11.4M
Cap. Flow
-$2.77M
Cap. Flow %
-0.6%
Top 10 Hldgs %
39.58%
Holding
328
New
27
Increased
121
Reduced
101
Closed
31

Sector Composition

1Consumer Staples14.01%
2Technology13.41%
3Energy7.22%
4Financials7.11%
5Consumer Discretionary6.18%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$691K0.15% 30,001
-990
-3%
-$22.8K
$669K0.14% 69,354
+16,224
+31%
+$157K
$667K0.14% 5,849
+553
+10%
+$63.1K
$667K0.14% 4,539
$665K0.14% 3,973
+445
+13%
+$74.5K
$663K0.14% 8,403
-31
-0.4%
-$2.44K
$655K0.14% 25,831
-29
-0.1%
-$735
$648K0.14% 8,912
+997
+13%
+$72.5K
$647K0.14% 11,091
+565
+5%
+$33K
$642K0.14%
+13,925
New
+$642K
$639K0.14% 1,373
+689
+101%
+$321K
$626K0.14% 5,133
+315
+7%
+$38.4K
$620K0.13% 1,717
-26
-1%
-$9.39K
$616K0.13% 3,076
+281
+10%
+$56.2K
$605K0.13% 6,133
+608
+11%
+$60K
$598K0.13% 20,952
+8,026
+62%
+$229K
$593K0.13% 23,702
-8,016
-25%
-$200K
$591K0.13% 5,296
+363
+7%
+$40.5K
$582K0.13% 5,240
+228
+5%
+$25.3K
$581K0.13% 4,158
+165
+4%
+$23.1K
$566K0.12%
+4,288
New
+$566K
$565K0.12% 2,309
$562K0.12%
+26,092
New
+$562K
$561K0.12% 26,600
-194
-0.7%
-$4.09K
$552K0.12% 5,894
-1,046
-15%
-$98K