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
101
$679K 0.15%
12,011
-636
102
$674K 0.15%
1,413
-32
103
$645K 0.15%
2,919
+13
104
$643K 0.15%
10,318
+1,132
105
$641K 0.15%
4,688
-460
106
$630K 0.14%
6,064
-352
107
$623K 0.14%
4,277
-62
108
$611K 0.14%
9,765
-53
109
$609K 0.14%
5,512
-386
110
$608K 0.14%
21,001
-86
111
$595K 0.13%
4,404
+2
112
$594K 0.13%
188
-11
113
$593K 0.13%
1,580
+238
114
$589K 0.13%
4,320
-444
115
$583K 0.13%
26,857
+14
116
$580K 0.13%
2,811
+148
117
$565K 0.13%
14,227
-1,241
118
$563K 0.13%
7,649
-364
119
$562K 0.13%
2,309
120
$558K 0.13%
2,039
+50
121
$555K 0.13%
4,818
+6
122
$555K 0.13%
2,029
-56
123
$550K 0.12%
57,317
124
$548K 0.12%
5,695
-128
125
$547K 0.12%
9,007
3 4
5
6 7