TWP

Tyche Wealth Partners Portfolio holdings

AUM $630M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.36M
3
+$1.49M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$1.34M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.32M

Top Sells

1
+$3.86M
2
+$3.66M
3
+$1.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$1.14M

Sector Composition

1 Technology 14.04%
2 Consumer Staples 12.42%
3 Financials 6.94%
4 Consumer Discretionary 6.44%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$279K 0.06%
3,047
-36
227
$277K 0.06%
1,539
+1
228
$276K 0.06%
3,409
+2
229
$272K 0.05%
2,250
+6
230
$271K 0.05%
3,720
231
$267K 0.05%
2,312
-32
232
$265K 0.05%
3,190
+483
233
$263K 0.05%
7,646
-172
234
$262K 0.05%
1,859
+91
235
$262K 0.05%
3,646
-499
236
$260K 0.05%
1,191
-13
237
$260K 0.05%
7,978
-126
238
$260K 0.05%
5,618
-703
239
$260K 0.05%
24,625
240
$259K 0.05%
6,229
-1,912
241
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242
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243
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11,560
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244
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4,874
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245
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2,146
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246
$251K 0.05%
52,500
247
$251K 0.05%
3,562
-104
248
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3,117
-108
249
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5,786
-375
250
$245K 0.05%
350
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10
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