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
151
$419K 0.09%
29,054
-1,477
152
$416K 0.09%
17,730
+266
153
$413K 0.09%
1,433
-60
154
$411K 0.09%
2,701
+98
155
$407K 0.09%
5,512
-96
156
$407K 0.09%
1,126
-198
157
$406K 0.09%
2,420
158
$403K 0.09%
2,010
+42
159
$402K 0.09%
762
+3
160
$401K 0.09%
3,365
-3,021
161
$396K 0.09%
3,730
162
$385K 0.09%
17,422
-1,185
163
$383K 0.09%
3,530
164
$380K 0.09%
4,786
-326
165
$378K 0.09%
7,574
+18
166
$367K 0.08%
4,452
+1,036
167
$362K 0.08%
1,335
+5
168
$359K 0.08%
2,642
-14
169
$354K 0.08%
2,357
-150
170
$354K 0.08%
3,885
171
$354K 0.08%
3,627
-16
172
$353K 0.08%
23,109
173
$353K 0.08%
25,696
-1,580
174
$342K 0.08%
7,545
+142
175
$340K 0.08%
3,525
+36
5 6
7
8 9