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
$473M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.3M
3
+$1.87M
4
META icon
Meta Platforms (Facebook)
META
+$1.26M
5
MSI icon
Motorola Solutions
MSI
+$1.07M

Top Sells

1
+$8.67M
2
+$595K
3
+$548K
4
UTF icon
Cohen & Steers Infrastructure Fund
UTF
+$538K
5
PANW icon
Palo Alto Networks
PANW
+$484K

Sector Composition

1 Technology 16.58%
2 Consumer Staples 13.88%
3 Consumer Discretionary 7.58%
4 Financials 7.52%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.06%
3,320
-205
227
$278K 0.06%
1,054
+1
228
$274K 0.06%
+7,142
229
$273K 0.06%
577
+1
230
$273K 0.06%
7,879
231
$273K 0.06%
2,581
+471
232
$272K 0.06%
7,251
-177
233
$268K 0.06%
2,765
-14
234
$267K 0.06%
24,625
-12,270
235
$266K 0.06%
+10,431
236
$264K 0.06%
2,502
237
$264K 0.06%
3,225
+60
238
$263K 0.06%
1,431
+162
239
$262K 0.06%
8,104
240
$260K 0.06%
3,720
241
$258K 0.05%
5,393
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242
$256K 0.05%
6,200
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243
$253K 0.05%
4,144
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244
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5,129
-6
245
$249K 0.05%
7,932
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246
$249K 0.05%
3,361
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247
$248K 0.05%
3,679
-202
248
$246K 0.05%
1,452
249
$245K 0.05%
4,198
+198
250
$244K 0.05%
52,500
8 9
10
11 12