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
201
$295K 0.07%
1,269
+24
202
$293K 0.07%
1,852
203
$285K 0.06%
6,561
204
$284K 0.06%
+21,228
205
$284K 0.06%
4,472
-193
206
$282K 0.06%
4,538
207
$280K 0.06%
8,104
-95
208
$278K 0.06%
1,053
209
$277K 0.06%
+9,825
210
$276K 0.06%
6,732
211
$274K 0.06%
8,248
212
$274K 0.06%
576
+5
213
$273K 0.06%
2,502
214
$272K 0.06%
+1,900
215
$271K 0.06%
1,537
+1
216
$267K 0.06%
+2,962
217
$267K 0.06%
3,720
218
$266K 0.06%
2,110
+141
219
$265K 0.06%
5,135
-40
220
$261K 0.06%
3,165
221
$259K 0.06%
39,722
222
$258K 0.06%
2,247
+3
223
$258K 0.06%
1,655
-65
224
$257K 0.06%
16,014
-10,127
225
$254K 0.06%
2,502
-325
7 8
9
10 11