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
176
$331K 0.08%
759
+35
177
$330K 0.08%
1,200
178
$329K 0.08%
+22,487
179
$329K 0.08%
5,083
180
$326K 0.08%
5,175
+343
181
$322K 0.08%
15,454
+996
182
$317K 0.08%
3,885
-366
183
$309K 0.08%
6,021
+444
184
$308K 0.08%
3,489
+23
185
$308K 0.08%
1,330
+1
186
$304K 0.07%
+7,403
187
$303K 0.07%
21,800
188
$302K 0.07%
3,310
+732
189
$300K 0.07%
4,204
-728
190
$300K 0.07%
+3,416
191
$298K 0.07%
7,610
-3,511
192
$298K 0.07%
1,812
+1
193
$289K 0.07%
1,858
194
$288K 0.07%
2,227
-727
195
$286K 0.07%
1,435
-350
196
$286K 0.07%
1,356
-441
197
$284K 0.07%
3,643
-2,624
198
$281K 0.07%
2,827
-1,010
199
$280K 0.07%
11,781
-1,500
200
$277K 0.07%
6,561
-500