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
151
$453K 0.11%
5,859
-5,099
152
$442K 0.11%
42,261
+23
153
$442K 0.11%
16,776
154
$437K 0.11%
2,208
155
$420K 0.1%
1,247
156
$418K 0.1%
21,427
-4,470
157
$417K 0.1%
30,514
-11,139
158
$414K 0.1%
5,922
-39
159
$410K 0.1%
2,683
160
$407K 0.1%
7,903
-1,460
161
$406K 0.1%
2,663
162
$400K 0.1%
4,932
163
$399K 0.1%
39,904
164
$391K 0.1%
3,730
165
$387K 0.09%
8,198
+118
166
$382K 0.09%
3,837
-525
167
$380K 0.09%
3,530
168
$377K 0.09%
2,420
169
$377K 0.09%
1,094
-188
170
$374K 0.09%
8,962
-38,461
171
$370K 0.09%
1,797
-1,313
172
$370K 0.09%
27,942
-2,933
173
$365K 0.09%
6,301
-82
174
$362K 0.09%
1,130
+279
175
$361K 0.09%
2,954
+191
5 6
7
8 9