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
201
$302K 0.07%
+1,785
202
$301K 0.07%
14,458
-14,615
203
$300K 0.07%
7,061
+23
204
$297K 0.07%
+5,577
205
$294K 0.07%
21,800
206
$293K 0.07%
5,448
-3,081
207
$290K 0.07%
+2,543
208
$289K 0.07%
4,935
-114
209
$286K 0.07%
3,863
-8
210
$286K 0.07%
5,287
+104
211
$280K 0.07%
3,247
-1,953
212
$273K 0.07%
1,858
213
$271K 0.07%
8,421
-3,923
214
$271K 0.07%
2,502
-2,775
215
$270K 0.07%
52,500
216
$269K 0.07%
+1,463
217
$267K 0.07%
1,535
+1
218
$267K 0.07%
1,721
+34
219
$264K 0.06%
3,420
-340
220
$263K 0.06%
1,053
-526
221
$263K 0.06%
3,267
-1,645
222
$262K 0.06%
+4,590
223
$259K 0.06%
4,538
224
$256K 0.06%
601
-1
225
$251K 0.06%
3,749
7 8
9
10 11