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
176
$406K 0.1%
+29,389
177
$399K 0.1%
+4,912
178
$399K 0.1%
+1,282
179
$396K 0.1%
+7,150
180
$396K 0.1%
+30,875
181
$393K 0.09%
+3,730
182
$388K 0.09%
+5,961
183
$387K 0.09%
+3,397
184
$385K 0.09%
+12,344
185
$384K 0.09%
+2,208
186
$384K 0.09%
+2,663
187
$383K 0.09%
+2,561
188
$383K 0.09%
+3,530
189
$378K 0.09%
+1,247
190
$376K 0.09%
+2,553
191
$376K 0.09%
+2,683
192
$373K 0.09%
+1,200
193
$372K 0.09%
+2,420
194
$368K 0.09%
+2,655
195
$367K 0.09%
+1,579
196
$365K 0.09%
+2,763
197
$361K 0.09%
+8,080
198
$361K 0.09%
+4,932
199
$354K 0.09%
+3,257
200
$351K 0.08%
+6,383
6 7
8
9 10