TWP

Tyche Wealth Partners Portfolio holdings

AUM $498M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
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 15.09%
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
126
$523K 0.13%
95,776
127
$522K 0.13%
3,776
-344
128
$508K 0.12%
3,194
-683
129
$503K 0.12%
2,906
-297
130
$498K 0.12%
40,325
131
$492K 0.12%
+4,620
132
$489K 0.12%
1,342
+95
133
$488K 0.12%
11,675
134
$485K 0.12%
2,257
-594
135
$482K 0.12%
4,812
-25
136
$481K 0.12%
2,467
-277
137
$474K 0.12%
2,603
+144
138
$469K 0.11%
40,964
139
$469K 0.11%
+2,663
140
$465K 0.11%
20,670
141
$458K 0.11%
9,007
-100
142
$455K 0.11%
3,545
+1
143
$452K 0.11%
42,285
+24
144
$450K 0.11%
1,324
-67
145
$450K 0.11%
8,407
-2,296
146
$445K 0.11%
3,648
-166
147
$431K 0.1%
30,531
+17
148
$428K 0.1%
21,427
149
$425K 0.1%
1,465
-837
150
$425K 0.1%
2,915
+536
4 5
6
7 8