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
$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 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35M 8.56%
199,729
-6,777
2
$22.2M 5.43%
129,327
-7,732
3
$16.1M 3.94%
138,563
+807
4
$15.5M 3.79%
29,599
+1,196
5
$13M 3.17%
30,824
-8,347
6
$10.9M 2.68%
59,936
-2,350
7
$10.3M 2.51%
215,139
-18,836
8
$9.82M 2.4%
541,222
-6,834
9
$9.64M 2.36%
53,466
-1,543
10
$8.22M 2.01%
260,100
11
$7.41M 1.81%
26,544
+213
12
$7.34M 1.8%
81,220
-19,960
13
$6.92M 1.69%
37,848
-206
14
$6.2M 1.52%
16,162
-1,393
15
$6.15M 1.51%
37,927
-3,653
16
$5.54M 1.36%
35,100
-3,888
17
$5.42M 1.33%
90,121
-5,612
18
$5.08M 1.24%
32,140
-4,634
19
$4.83M 1.18%
421,449
+14,205
20
$4.21M 1.03%
8,751
-1,910
21
$4.19M 1.02%
95,958
-2,069
22
$4.18M 1.02%
5,706
-433
23
$4.14M 1.01%
7,879
+4,401
24
$4.04M 0.99%
20,150
-4,619
25
$3.87M 0.95%
22,036
+250
1
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