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

Top Buys

1
$11.3M
2
$5.68M
3
$5.41M
4
$1.72M
5
$723K

Top Sells

1
$2.55M
2
$1.83M
3
$1.83M
4
$1.11M
5
$1.07M

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
$539K0.12% 10,522
-1,638
-13%
-$83.8K
$537K0.12% 12,871
-723
-5%
-$30.2K
$527K0.11% 10,367
-100
-1%
-$5.09K
$527K0.11% 57,317––
$524K0.11% 5,285
+200
+4%
+$19.8K
$522K0.11% 5,927
+91
+2%
+$8.02K
$518K0.11% 4,050
-182
-4%
-$23.3K
$515K0.11% 7,592
-8,563
-53%
-$581K
$512K0.11% 1,907
-112
-6%
-$30.1K
$497K0.11% 2,148
-277
-11%
-$64.1K
$493K0.11% 3,194
-1,347
-30%
-$208K
$493K0.11% 2,437
+219
+10%
+$44.3K
$492K0.11% 3,456
-235
-6%
-$33.4K
$490K0.11% 2,069
-647
-24%
-$153K
$485K0.1% 8,417
+541
+7%
+$31.2K
$482K0.1% 11,818
-489
-4%
-$19.9K
$477K0.1% 7,412––
$452K0.1% 4,285
+555
+15%
+$58.6K
$452K0.1% 85,376
+29,326
+52%
+$155K
$442K0.1% 1,420
-860
-38%
-$268K
$442K0.1% 3,550
+1
+0%
+$124
$439K0.1% 3,995
-3,252
-45%
-$358K
$437K0.09% 3,333
-134
-4%
-$17.6K
$429K0.09% 1,596
+251
+19%
+$67.5K
$429K0.09% 1,760
-28
-2%
-$6.83K
1 4567814