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
1
$32.8M 7.98%
198,729
-1,000
2
$27.3M 6.63%
129,396
+69
3
$16.4M 3.99%
30,088
+489
4
$16.2M 3.94%
140,738
+2,175
5
$13.7M 3.33%
30,615
-209
6
$11M 2.68%
60,251
+315
7
$10.7M 2.61%
587,863
+46,641
8
$10.7M 2.59%
214,162
-977
9
$10.6M 2.57%
54,692
+1,226
10
$8.91M 2.17%
72,150
-9,070
11
$8.42M 2.05%
260,100
12
$6.89M 1.68%
26,238
-306
13
$6.31M 1.54%
37,848
14
$6.23M 1.52%
37,750
-177
15
$6.14M 1.49%
17,826
+1,664
16
$5.82M 1.42%
85,980
-4,141
17
$5.27M 1.28%
33,692
-1,408
18
$4.87M 1.19%
5,731
+25
19
$4.82M 1.17%
410,404
-11,045
20
$4.48M 1.09%
8,948
+197
21
$4.42M 1.08%
8,072
+193
22
$4.37M 1.06%
22,066
+30
23
$4.2M 1.02%
92,167
-3,791
24
$4.07M 0.99%
27,842
-4,298
25
$4.03M 0.98%
4,454
+445
1
2 3 4 5