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
251
$244K 0.05%
1,615
+45
252
$242K 0.05%
1,869
253
$240K 0.05%
9,444
-1,793
254
$239K 0.05%
6,702
+3
255
$238K 0.05%
39,722
256
$237K 0.05%
3,784
+9
257
$235K 0.05%
1,903
+29
258
$233K 0.05%
1,675
-339
259
$232K 0.05%
3,256
-786
260
$231K 0.05%
2,321
+1
261
$230K 0.05%
5,561
-19
262
$229K 0.05%
3,980
+4
263
$228K 0.05%
20,287
+12
264
$228K 0.05%
5,037
-44
265
$228K 0.05%
3,092
266
$222K 0.04%
303
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267
$222K 0.04%
2,309
268
$219K 0.04%
10,577
-5,500
269
$218K 0.04%
2,099
-27
270
$217K 0.04%
23,130
+277
271
$217K 0.04%
2,079
272
$214K 0.04%
+4,781
273
$214K 0.04%
+4,147
274
$210K 0.04%
+6,256
275
$204K 0.04%
+5,000
9 10
11
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