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
151
$424K 0.1%
26,141
+3,698
152
$418K 0.1%
41,299
+1,395
153
$409K 0.1%
1,094
154
$403K 0.1%
3,402
-1,025
155
$399K 0.1%
+4,071
156
$395K 0.1%
5,112
-747
157
$392K 0.1%
2,656
-7
158
$390K 0.09%
3,730
159
$381K 0.09%
1,493
-592
160
$376K 0.09%
3,530
161
$374K 0.09%
215,902
162
$370K 0.09%
18,607
163
$368K 0.09%
27,276
-666
164
$367K 0.09%
7,556
-50
165
$364K 0.09%
2,420
166
$363K 0.09%
2,507
-176
167
$359K 0.09%
1,968
+505
168
$358K 0.09%
6,323
+22
169
$355K 0.09%
5,608
-314
170
$354K 0.09%
3,217
-921
171
$354K 0.09%
5,608
172
$350K 0.09%
7,879
-319
173
$345K 0.08%
2,183
-25
174
$344K 0.08%
+23,109
175
$332K 0.08%
15,799
5 6
7
8 9