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
$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 15.34%
2 Technology 14.64%
3 Industrials 8.69%
4 Financials 7.15%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 8.45%
+206,506
2
$26.4M 6.36%
+137,059
3
$14.7M 3.55%
+39,171
4
$13.8M 3.32%
+137,756
5
$13.5M 3.25%
+28,403
6
$10.6M 2.56%
+62,286
7
$10.1M 2.44%
+233,975
8
$9.6M 2.31%
+548,056
9
$8.36M 2.01%
+55,009
10
$6.86M 1.65%
+26,331
11
$6.83M 1.65%
+260,100
12
$6.74M 1.62%
+62,242
13
$6.27M 1.51%
+38,054
14
$6.09M 1.47%
+41,580
15
$6.08M 1.47%
+17,555
16
$5.82M 1.4%
+38,988
17
$5.76M 1.39%
+36,774
18
$5.41M 1.3%
+21,786
19
$5.03M 1.21%
+95,733
20
$5.01M 1.21%
+101,180
21
$4.66M 1.12%
+407,244
22
$4.66M 1.12%
+10,661
23
$4.21M 1.02%
+24,769
24
$4.05M 0.98%
+6,139
25
$3.95M 0.95%
+98,027
1
2 3 4 5