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
176
$337K 0.08%
5,659
-664
177
$335K 0.08%
1,858
178
$332K 0.08%
15,877
+423
179
$332K 0.08%
15,799
180
$332K 0.08%
+5,753
181
$331K 0.08%
3,028
-189
182
$330K 0.07%
6,032
+11
183
$328K 0.07%
+1,717
184
$325K 0.07%
1,813
+1
185
$322K 0.07%
1,200
186
$320K 0.07%
4,104
-100
187
$317K 0.07%
2,108
-75
188
$315K 0.07%
2,154
-73
189
$314K 0.07%
608
+6
190
$314K 0.07%
5,083
191
$310K 0.07%
7,428
-182
192
$310K 0.07%
21,800
193
$308K 0.07%
7,879
194
$307K 0.07%
11,781
195
$303K 0.07%
5,142
196
$303K 0.07%
1,356
197
$300K 0.07%
1,725
198
$298K 0.07%
3,399
+89
199
$297K 0.07%
3,584
+17
200
$297K 0.07%
+3,679
6 7
8
9 10