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
126
$611K 0.15%
+19,302
127
$596K 0.14%
+8,229
128
$589K 0.14%
+3,110
129
$582K 0.14%
+29,073
130
$580K 0.14%
+2,225
131
$579K 0.14%
+2,289
132
$577K 0.14%
+11,417
133
$575K 0.14%
+30,725
134
$570K 0.14%
+11,347
135
$553K 0.13%
+6,125
136
$541K 0.13%
+41,653
137
$534K 0.13%
+5,277
138
$528K 0.13%
+8,529
139
$520K 0.13%
+60,287
140
$507K 0.12%
+2,309
141
$505K 0.12%
+10,252
142
$498K 0.12%
+796
143
$495K 0.12%
+95,776
144
$492K 0.12%
+25,897
145
$491K 0.12%
+11,713
146
$491K 0.12%
+16,776
147
$489K 0.12%
+189
148
$481K 0.12%
+3,066
149
$479K 0.12%
+9,363
150
$473K 0.11%
+40,325
4 5
6
7 8