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
126
$543K 0.13%
3,877
-408
127
$541K 0.13%
26,828
-3,897
128
$540K 0.13%
2,085
-1,495
129
$538K 0.13%
10,667
-750
130
$533K 0.13%
60,287
131
$533K 0.13%
4,120
-1,021
132
$524K 0.13%
2,161
-725
133
$516K 0.13%
215,902
134
$514K 0.13%
95,776
135
$514K 0.13%
2,744
-322
136
$498K 0.12%
1,391
137
$492K 0.12%
11,675
-38
138
$491K 0.12%
3,912
+2
139
$487K 0.12%
20,670
140
$484K 0.12%
40,325
141
$482K 0.12%
11,121
-10,661
142
$480K 0.12%
3,814
+417
143
$475K 0.12%
40,964
144
$475K 0.12%
2,459
+234
145
$469K 0.11%
2,731
146
$469K 0.11%
4,138
-2,215
147
$468K 0.11%
4,837
148
$467K 0.11%
2,638
-2,485
149
$463K 0.11%
3,544
+1
150
$459K 0.11%
9,107
4 5
6
7 8