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
276
$204K 0.04%
5,250
-4,875
277
$203K 0.04%
2,055
-150
278
$203K 0.04%
+1,847
279
$202K 0.04%
+851
280
$200K 0.04%
5,908
+2
281
$186K 0.04%
16,729
282
$180K 0.04%
17,050
283
$174K 0.04%
16,774
284
$161K 0.03%
16,828
285
$157K 0.03%
14,207
+500
286
$153K 0.03%
209,868
-55,898
287
$149K 0.03%
14,349
288
$146K 0.03%
14,816
289
$143K 0.03%
10,196
290
$143K 0.03%
+11,053
291
$138K 0.03%
14,403
292
$128K 0.03%
11,968
293
$126K 0.03%
15,726
294
$120K 0.02%
11,000
295
$118K 0.02%
11,940
296
$99.2K 0.02%
11,464
297
$92.4K 0.02%
11,393
298
$87.8K 0.02%
+12,096
299
$47.4K 0.01%
15,286
300
$31.4K 0.01%
15,000
-651
9 10 11
12
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