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
101
$726K 0.18%
12,534
+2,282
102
$722K 0.18%
30,282
+233
103
$682K 0.17%
11,730
-5,209
104
$680K 0.17%
2,346
+57
105
$678K 0.17%
64,145
+20,000
106
$669K 0.16%
7,424
-1,917
107
$656K 0.16%
41,858
-2,741
108
$650K 0.16%
2,302
-2,374
109
$649K 0.16%
17,103
-5,092
110
$645K 0.16%
5,430
111
$643K 0.16%
9,796
+145
112
$636K 0.16%
2,984
-1,624
113
$620K 0.15%
6,994
-919
114
$612K 0.15%
3,203
-854
115
$609K 0.15%
3,704
-3,306
116
$596K 0.15%
189
117
$581K 0.14%
9,562
+2,412
118
$576K 0.14%
10,703
-1,216
119
$573K 0.14%
6,267
-1,999
120
$570K 0.14%
9,018
+52
121
$568K 0.14%
8,121
-108
122
$560K 0.14%
20,193
-1,286
123
$549K 0.13%
12,424
+1,077
124
$544K 0.13%
2,309
125
$544K 0.13%
4,427
-2,646
3 4
5
6 7