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
$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
126
$541K 0.12%
2,176
-81
127
$538K 0.12%
20,670
128
$536K 0.12%
2,844
-350
129
$536K 0.12%
10,467
130
$536K 0.12%
3,766
-10
131
$519K 0.12%
4,632
+561
132
$518K 0.12%
8,411
+4
133
$517K 0.12%
6,340
+1,720
134
$514K 0.12%
2,533
+66
135
$510K 0.12%
2,455
-25
136
$499K 0.11%
+2,890
137
$495K 0.11%
3,547
+2
138
$488K 0.11%
85,376
-10,400
139
$484K 0.11%
3,577
-71
140
$477K 0.11%
37,010
-3,315
141
$451K 0.1%
5,608
142
$451K 0.1%
2,930
+15
143
$450K 0.1%
10,778
-897
144
$444K 0.1%
36,895
-4,069
145
$443K 0.1%
41,299
146
$440K 0.1%
3,277
-125
147
$427K 0.1%
1,412
-53
148
$422K 0.1%
38,013
-4,272
149
$422K 0.1%
21,427
150
$420K 0.1%
1,094
4 5
6
7 8