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
201
$274K 0.07%
8,199
+1
202
$273K 0.07%
3,567
+720
203
$272K 0.07%
5,142
-1,015
204
$271K 0.07%
3,749
205
$268K 0.07%
1,852
-583
206
$268K 0.07%
602
+1
207
$267K 0.07%
4,538
208
$263K 0.06%
1,951
-780
209
$261K 0.06%
469
-157
210
$260K 0.06%
8,248
-173
211
$259K 0.06%
26,103
+5,388
212
$259K 0.06%
2,502
213
$255K 0.06%
1,725
214
$255K 0.06%
1,536
+1
215
$255K 0.06%
1,053
216
$255K 0.06%
1,720
-918
217
$250K 0.06%
1,721
218
$248K 0.06%
5,678
-3,284
219
$246K 0.06%
4,665
-622
220
$246K 0.06%
39,722
221
$243K 0.06%
23,712
+14
222
$242K 0.06%
1,245
+58
223
$242K 0.06%
3,720
224
$240K 0.06%
571
-5
225
$240K 0.06%
6,732
7 8
9
10 11