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
176
$360K 0.09%
6,643
-154
177
$358K 0.09%
7,606
-26
178
$353K 0.09%
22,443
-6,946
179
$352K 0.09%
2,379
+565
180
$350K 0.09%
1,200
181
$348K 0.09%
1,759
-2,392
182
$347K 0.08%
724
+66
183
$345K 0.08%
9,363
-23
184
$341K 0.08%
18,607
-104
185
$341K 0.08%
4,251
+99
186
$334K 0.08%
15,799
187
$333K 0.08%
7,444
-9,373
188
$332K 0.08%
6,157
189
$329K 0.08%
2,435
-10
190
$329K 0.08%
13,281
-400
191
$326K 0.08%
5,608
-124
192
$323K 0.08%
5,083
193
$322K 0.08%
3,466
+522
194
$316K 0.08%
626
-932
195
$314K 0.08%
4,832
+121
196
$312K 0.08%
2,341
-14
197
$307K 0.08%
1,811
-2,139
198
$306K 0.08%
2,996
+76
199
$304K 0.07%
8,198
-12
200
$303K 0.07%
1,329
-50
6 7
8
9 10