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
276
$210K 0.04%
3,931
-541
277
$210K 0.04%
2,559
278
$204K 0.04%
2,207
279
$203K 0.04%
+1,811
280
$203K 0.04%
+965
281
$203K 0.04%
+2,025
282
$202K 0.04%
+2,100
283
$193K 0.04%
16,729
284
$193K 0.04%
14,721
285
$185K 0.04%
16,774
286
$176K 0.04%
17,047
-20,966
287
$168K 0.04%
16,828
288
$168K 0.04%
106,089
289
$155K 0.03%
14,349
+2,646
290
$154K 0.03%
10,196
291
$150K 0.03%
11,968
292
$142K 0.03%
14,403
293
$135K 0.03%
+16,650
294
$124K 0.03%
15,726
295
$121K 0.03%
11,940
296
$115K 0.02%
11,000
297
$102K 0.02%
12,074
-56
298
$91.6K 0.02%
11,393
299
$82.5K 0.02%
12,096
300
$55.7K 0.01%
14,000
10 11
12
13 14