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
251
$243K 0.05%
+2,286
252
$238K 0.05%
3,206
+902
253
$237K 0.05%
11,520
+31
254
$237K 0.05%
39,722
255
$236K 0.05%
2,021
-87
256
$235K 0.05%
555
-7
257
$234K 0.05%
1,874
+1
258
$233K 0.05%
2,907
259
$232K 0.05%
4,114
260
$230K 0.05%
3,666
-40
261
$228K 0.05%
+17,717
262
$228K 0.05%
1,721
263
$226K 0.05%
5,567
+172
264
$226K 0.05%
+686
265
$225K 0.05%
3,918
266
$225K 0.05%
1,570
+21
267
$224K 0.05%
352
-22
268
$223K 0.05%
22,595
+252
269
$222K 0.05%
+1,769
270
$222K 0.05%
3,092
271
$222K 0.05%
1,933
-424
272
$221K 0.05%
+210
273
$221K 0.05%
+1,025
274
$219K 0.05%
2,247
275
$216K 0.05%
10,797
-6,933
9 10
11
12 13