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
151
$469K 0.11%
+4,837
152
$467K 0.11%
+9,107
153
$461K 0.11%
+8,966
154
$459K 0.11%
+40,964
155
$459K 0.11%
+1,883
156
$454K 0.11%
+2,157
157
$454K 0.11%
+2,101
158
$443K 0.11%
+3,543
159
$440K 0.11%
+44,145
160
$439K 0.11%
+20,670
161
$438K 0.11%
+3,624
162
$438K 0.11%
+5,319
163
$437K 0.11%
+42,238
164
$436K 0.11%
+4,285
165
$431K 0.1%
+5,117
166
$430K 0.1%
+4,362
167
$428K 0.1%
+8,229
168
$424K 0.1%
+2,731
169
$422K 0.1%
+5,200
170
$420K 0.1%
+5,181
171
$417K 0.1%
+1,391
172
$416K 0.1%
+502
173
$412K 0.1%
+3,910
174
$409K 0.1%
+3,882
175
$408K 0.1%
+39,904
5 6
7
8 9