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
1
$33.7M 7.64%
198,465
-264
2
$29.7M 6.74%
127,668
-1,728
3
$20.6M 4.65%
35,827
+5,739
4
$16.6M 3.76%
141,714
+976
5
$14.5M 3.28%
33,675
+3,060
6
$12.3M 2.78%
62,101
+1,850
7
$11.5M 2.61%
218,955
+4,793
8
$11.4M 2.57%
603,898
+16,035
9
$10.2M 2.31%
54,735
+43
10
$8.81M 1.99%
72,538
+388
11
$8.67M 1.96%
260,100
12
$7.25M 1.64%
26,373
+135
13
$7.17M 1.62%
17,695
-131
14
$6.9M 1.56%
85,452
-528
15
$6.55M 1.48%
37,827
+77
16
$6.5M 1.47%
37,857
+9
17
$5.7M 1.29%
21,805
-261
18
$5.25M 1.19%
424,325
+13,921
19
$5.02M 1.14%
5,664
-67
20
$4.98M 1.13%
33,791
+99
21
$4.8M 1.09%
8,326
+254
22
$4.6M 1.04%
90,177
-1,990
23
$4.59M 1.04%
8,695
-253
24
$4.32M 0.98%
26,654
-1,188
25
$4.16M 0.94%
8,521
+1,432
1
2 3 4 5