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
101
$636K 0.15%
11,669
-61
102
$634K 0.15%
1,445
-393
103
$633K 0.15%
5,430
104
$632K 0.15%
3,704
105
$630K 0.15%
5,898
-3,718
106
$623K 0.15%
9,818
+800
107
$623K 0.15%
6,416
-1,008
108
$615K 0.15%
15,468
-1,635
109
$598K 0.15%
4,233
+321
110
$596K 0.15%
1,989
-357
111
$596K 0.14%
4,339
-1,392
112
$590K 0.14%
21,087
+894
113
$590K 0.14%
199
+10
114
$585K 0.14%
26,843
+15
115
$580K 0.14%
17,010
-2,582
116
$578K 0.14%
5,823
-141
117
$541K 0.13%
17,464
+5,040
118
$538K 0.13%
9,186
-376
119
$536K 0.13%
2,085
-385
120
$530K 0.13%
2,309
121
$529K 0.13%
2,480
-504
122
$527K 0.13%
10,467
-200
123
$526K 0.13%
5,148
-1,846
124
$524K 0.13%
8,013
-108
125
$524K 0.13%
57,317
-2,970
3 4
5
6 7