TWP
Tyche Wealth Partners Portfolio holdings
AUM
$498M
1-Year Return
13.88%
This Quarter Return
+3.35%
1 Year Return
+13.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$411M
AUM Growth
+$2.32M
(+0.57%)
Cap. Flow
-$7.13M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
38.49%
Holding
298
New
17
Increased
82
Reduced
116
Closed
22
Top Buys
| 1 |
Principal Spectrum Preferred Securities Active ETF
PREF
|
$850K |
| 2 |
Arista Networks
ANET
|
$810K |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$621K |
| 4 |
AbbVie
ABBV
|
$598K |
| 5 |
Home Depot
HD
|
$573K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.12M |
| 2 |
Ulta Beauty
ULTA
|
$787K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$659K |
| 4 |
Johnson & Johnson
JNJ
|
$628K |
| 5 |
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% |
