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
201
$351K 0.08%
+2,420
202
$349K 0.08%
+6,797
203
$347K 0.08%
+9,386
204
$345K 0.08%
+5,083
205
$335K 0.08%
+15,799
206
$335K 0.08%
+2,355
207
$330K 0.08%
+18,711
208
$329K 0.08%
+5,732
209
$325K 0.08%
+7,632
210
$316K 0.08%
+6,157
211
$308K 0.07%
+658
212
$303K 0.07%
+4,120
213
$302K 0.07%
+2,117
214
$298K 0.07%
+1,858
215
$298K 0.07%
+5,183
216
$297K 0.07%
+7,038
217
$297K 0.07%
+21,800
218
$296K 0.07%
+2,980
219
$293K 0.07%
+3,760
220
$292K 0.07%
+4,152
221
$290K 0.07%
+1,498
222
$289K 0.07%
+2,445
223
$285K 0.07%
+598
224
$285K 0.07%
+8,210
225
$284K 0.07%
+13,681
7 8
9
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