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
101
$785K 0.19%
+79,379
102
$765K 0.18%
+5,847
103
$759K 0.18%
+23,099
104
$751K 0.18%
+2,907
105
$747K 0.18%
+22,195
106
$745K 0.18%
+9,341
107
$730K 0.18%
+5,123
108
$728K 0.18%
+16,817
109
$727K 0.18%
+30,049
110
$723K 0.17%
+7,913
111
$721K 0.17%
+13,970
112
$719K 0.17%
+215,902
113
$716K 0.17%
+4,858
114
$716K 0.17%
+75,109
115
$678K 0.16%
+5,212
116
$673K 0.16%
+2,556
117
$671K 0.16%
+44,599
118
$664K 0.16%
+4,057
119
$647K 0.16%
+11,919
120
$629K 0.15%
+5,430
121
$625K 0.15%
+5,141
122
$623K 0.15%
+3,950
123
$620K 0.15%
+6,446
124
$618K 0.15%
+21,479
125
$618K 0.15%
+6,353
3 4
5
6 7